Collaborative Client Portal for advisers and clients
Get a stunning and modern Wealth Portal your clients will love. Oxide is the new standard for forward-thinking advisers and wealth managers.
An onboarding experience your clients will love
Bring your clients' financial future to life with detailed yet easy-to-digest scenarios. Help your clients make informed decisions around their financial future.
The best Fact Find experience for your clients
Give your clients a beautiful digital Fact Find, carefully crafted based on feedback from thousands of clients. Strike a perfect balance between brevity and data accuracy, and customise on a per-client basis.
Send and store documents securely, with no time limits
Use the Oxide document vault for exchanging important documents with your clients, and requesting client agreement. Documents can be safely stored for as long as you wish.
The perfect solution for ongoing client reviews
Oxide reminds you when client reviews are upcoming, and helps you create impressive ongoing reports to help illustrate whether your clients are on track to reach their financial goals.