O&M Profiler ESP is a fully integrated system for advisers involved in the pension and investment planning areas.
It is available in three different packages with the Professional version offering the functionality of seven software systems rolled into one.
The system has been designed from the ground up to get you the answers you need as quickly and efficiently as possible.
With a comprehensive set of features from saving to switching, risk profiling to retirement modelling and much more, O&M Profiler ESP is the tool for you.
O&M Profiler ESP now includes TVC calculations free of charge in the Essentials, Standard and Professional versions the system.
Two flavours of report are available depending on your clients needs:
Pension Transfer Summary – an 8 page report which summarises the key transfer considerations. View a sample report here.
Pension Transfer Analysis – a 25 page report which provides a detailed analysis of the pension transfer. View a sample report here.
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.
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.
A system designed to get you the answers you need quickly and easily, allowing you to focus on your clients.
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.
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.
For a more in depth look at the features and functionality of O&M Profiler ESP, click below.