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Introducing our new O&M Profiler ESP Software

O&M Profiler ESP is a fully integrated system offering a one-stop-shop for advisers involved in the pension and investment planning areas.

The system is available in three different packages with the Professional version offering the functionality of seven software systems rolled into one.

Find out more


O&M Profiler ESP

O&M Profiler ESP Features


Overview

Everything you would expect from a comprehensive financial planning solution, including accumulation via pensions, ISAs, bonds and GIAs, decumulation via drawdown or annuities, risk analysis, fund research, retirement income modelling and shortfall planning.


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Reporting

Access to over 100 client facing reports including the industry standard pension switch report. Satisfy compliance and your clients with in depth and fully customisable reporting.


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Ease and Speed

A system designed to get you the answers you need quickly and easily, allowing you to focus on your clients.


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Three way comparisons

Unique functionality in O&M Profiler ESP allows you to compare up to three scenarios at a time, side by side to show the effect of different options.


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Cloud based

O&M Profiler ESP is cloud based, meaning your data is available whenever and wherever you need it; from desktop PC through to iPad and tablet devices.


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For a more in depth look at the features and functionality of O&M Profiler ESP, click below.


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Get in touch


Sales Team

Our Sales Team will be happy to discuss the software options and find the right solution for your requirements.


Contact Sales
01206 222195
sales@omsystems.co.uk


Support Team

Our Support Team are standing by to support existing users and answer any question you may have.


Contact Support
01206 222191
support@omsystems.co.uk


Training Team

Contact our Training Team to find out more about the range of training options available to ensure you get the most out the system.


Contact Training
01206 222198
training@omsystems.co.uk
Book a demo