O&M has developed a one-stop-shop for advisers. O&M Profiler Professional offers the functionality of six software systems rolled into one, and produces client facing reports to help you in a number of areas including:
- Pensions, switching, with-profits
- Income drawdown
- Annuity illustrations
- Fund research and portfolio management
- Retirement income and cashflow modelling
- Risk profiling.
O&M Profiler Professional is a fully integrated single system and is available from only £120 per month including access for up to three advisers (additional users are £20 per month).