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O&M Systems: Profiler

Iress People


Type: Digital Engagement


Locale: UK


Description provided by the integrator

O&M Systems offer ‘Profiler ESP’ 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


Contact details for integrator:


Website for integrator:


Status: Live now


Activation Type: please raise a support ticket (ISC) to request - will soon to be available via Xplan System Settings


Integrator Activation Guide:


Iress Contact: please contact your account manager if you need further assistance.


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