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: firstname.lastname@example.org
At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website