Please sign in or register to access software information via the Iress Community.
Xplan Integrations
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

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: sales@omsystems.co.uk

 

Website for integrator: https://www.omsystems.co.uk/

 

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: https://www.omsystems.co.uk/iressintegration

 

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

 

X
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