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 six 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 pension accumulation, decumulation via drawdown or annuities, risk analysis, fund research and retirement income modelling.


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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 & 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.


More Info

More Info


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


More Info

O&M Profiler ESP Features

Overview


Everything you would expect from a comprehensive financial planning solution, Including pension accumulation, decumulation via drawdown or annuities, risk analysis, fund research and retirement income modelling.


Watch Video

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.


More Info

Ease & Speed


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


More Info

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.


More Info

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.


More Info

More Info


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


More Info

Arrange a free no obligaton demo...
Why not discuss your requirements with our friendly sales team.
Call us on 01206 222195, Email us at sales@omsystems.co.uk

Get in touch

Sales


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


Contact Sales

Support


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


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Training


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