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O&M Profiler: Iress Open Standard Integration

Iress People

Integration overview

This integration allows you to connect to O&M Profiler and benefit from the features of both systems seamlessly.

Integration summary

O&M Profiler is the ultimate, feature packed research, analysis and reporting system for financial advisers. 

Software type: Research + Cashflow Planning

Locale:  United Kingdom

Contact details for integrator:


Phone: 03450 682 000

Website for integrator:

Description provided by the integrator:

O&M Profiler is for advisers involved in the pension and investment planning areas.  The Profiler system is available in three different packages with the Professional version offering the functionality of seven software systems rolled into one, including:

- Defined benefit transfers including TVC and APTA.
- Switching analysis for pensions, bond, ISA, GIA, wrap and drawdown products.
- Retirement income modelling, cashflow planning and shortfall analysis.
- Projections for pension, bond, ISA and GIA products.
- Withdrawal via annuity and drawdown.
- Fund research and portfolio management
- Risk profiling 


Setup instructions

  • Agreement to Iress' terms of service is not required for this integration.
  • Your Xplan site needs to be on 23.3.260 or later to take full advantage of this integration. Please see the setup guide for full details.
  • If you manage your own site: You can enable the integration yourself using this guide which provides instructions for both Xplan and O&M Profiler. 
  • If you are part of a network or dealer group: You can enable the integration in O&M Profiler yourself using this guide. You may need to refer to your organisation’s support team if setup has not been completed in Xplan. Site administrators please contact your account manager if assistance is needed for the Xplan setup. 
  • If you outsource your site administration to Iress:  This integration has been enabled in Xplan. 
  • Further information on the use of O&M Profiler please see here