O&M Systems

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).

O&M Systems