Pricing Plans


Pricing plans for
O&M Profiler ESP

  • Monthly Payment

  • Annual Payment*

  • # User logins
  • Additional user login price
  • Free Training and Support
  • Switching
  • Accumulation
  • Decumulation
  • Shortfall Planner
  • Custom Products
  • With Profits Research
  • Product Sourcing
  • Three Way Comparisons
  • Fund Information
  • Fund Research
  • Client Research
  • Portfolio Management
  • Editable Reports
  • Retirement Income Modeller
  • Risk Profiling
  • From £45.00 /mo

  • From £36.00 /mo

  • 1
  • £20.00 per month
  •  
  • Pension / Bond / ISA / GIA
  • Pension / Bond / ISA / GIA
  • Annuity
  •  
  •  
  •  
  •  
  •  
  •  
  • -
  • -
  • -
  • -
  • -
  • -
  • From £75.00 /mo

  • From £60.00 /mo

  • 2
  • £20.00 per month
  •  
  • Pension / Bond / ISA / GIA / Drawdown
  • Pension / Bond / ISA / GIA
  • Annuity / Drawdown
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • -
  • -
  • -
  • From £120.00 /mo

  • From £96.00 /mo

  • 3
  • £20.00 per month
  •  
  • Pension / Bond / ISA / GIA / Drawdown
  • Pension / Bond / ISA / GIA
  • Annuity / Drawdown
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
All costs are subject to VAT at the current rate. All pricing plans are subject to a £100.00 setup fee.
* The standard monthly rental costs are £45 for Essentials, £75 for Standard and £120 for Professional. When paying for 12 months upfront, three months will be given free of charge at the end of the initial 12 months, making the equivalent monthly rental £36 for Essentials, £60 for Standard and £96 for Professional over the 15 month period.

Pricing plans for O&M Profiler ESP

  • Monthly Payment

  • Annual Payment*

  • # User logins
  • Additional user login price
  • Free Training and Support
  • Switching
  • Accumulation
  • Decumulation
  • Shortfall Planner
  • Custom Products
  • With Profits Research
  • Product Sourcing
  • Three Way Comparisons
  • Fund Information
  • Fund Research
  • Client Research
  • Portfolio Management
  • Editable Reports
  • Retirement Income Modeller
  • Risk Profiling
  • From £45.00 /mo

  • From £36.00 /mo

  • 1
  • £20.00 per month
  •  
  • Pension / Bond / ISA / GIA
  • Pension / Bond / ISA / GIA
  • Annuity
  •  
  •  
  •  
  •  
  •  
  •  
  • -
  • -
  • -
  • -
  • -
  • -
  • Monthly Payment

  • Annual Payment*

  • # User logins
  • Additional user login price
  • Free Training and Support
  • Switching
  • Accumulation
  • Decumulation
  • Shortfall Planner
  • Custom Products
  • With Profits Research
  • Product Sourcing
  • Three Way Comparisons
  • Fund Information
  • Fund Research
  • Client Research
  • Portfolio Management
  • Editable Reports
  • Retirement Income Modeller
  • Risk Profiling
  • From £75.00 /mo

  • From £60.00 /mo

  • 2
  • £20.00 per month
  •  
  • Pension / Bond / ISA / GIA / Drawdown
  • Pension / Bond / ISA / GIA
  • Annuity / Drawdown
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • -
  • -
  • -
  • Monthly Payment

  • Annual Payment*

  • # User logins
  • Additional user login price
  • Free Training and Support
  • Switching
  • Accumulation
  • Decumulation
  • Shortfall Planner
  • Custom Products
  • With Profits Research
  • Product Sourcing
  • Three Way Comparisons
  • Fund Information
  • Fund Research
  • Client Research
  • Portfolio Management
  • Editable Reports
  • Retirement Income Modeller
  • Risk Profiling
  • From £120.00 /mo

  • From £96.00 /mo

  • 3
  • £20.00 per month
  •  
  • Pension / Bond / ISA / GIA / Drawdown
  • Pension / Bond / ISA / GIA
  • Annuity / Drawdown
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
All costs are subject to VAT at the current rate. All pricing plans are subject to a £100.00 setup fee.
* The standard monthly rental costs are £45 for Essentials, £75 for Standard and £120 for Professional. When paying for 12 months upfront, three months will be given free of charge at the end of the initial 12 months, making the equivalent monthly rental £36 for Essentials, £60 for Standard and £96 for Professional over the 15 month period.

Pricing plans for O&M Profiler ESP

  • From £45.00 /mo

  • From £36.00 /mo

  • 1 User login
  • Aditional users
    £20.00 per month
  • Free Training and Support
  • Switching
    (Pension / Bond / ISA / GIA)
  • Accumulation
    (Pension / Bond / ISA / GIA)
  • Decumulation
    (Annuity)
  • Shortfall Planner
  • Custom Products
  • With Profits Research
  • Product Sourcing
  • Three Way Comparisons
  • Fund Information
  • From £75.00 /mo

  • From £60.00 /mo

  • 2 User logins
  • Aditional users
    £20.00 per month
  • Free Training and Support
  • Switching
    (Pension / Bond / ISA / GIA / Drawdown)
  • Accumulation
    (Pension / Bond / ISA / GIA)
  • Decumulation
    (Annuity / Drawdown)
  • Shortfall Planner
  • Custom Products
  • With Profits Research
  • Product Sourcing
  • Three Way Comparisons
  • Fund Information
  • Fund Research
  • Client Research
  • Portfolio Management
  • From £120.00 /mo

  • From £96.00 /mo

  • 3 User logins
  • Aditional users
    £20.00 per month
  • Free Training and Support
  • Switching
    (Pension / Bond / ISA / GIA / Drawdown)
  • Accumulation
    (Pension / Bond / ISA / GIA)
  • Decumulation
    (Annuity / Drawdown)
  • Shortfall Planner
  • Custom Products
  • With Profits Research
  • Product Sourcing
  • Three Way Comparisons
  • Fund Information
  • Fund Research
  • Client Research
  • Portfolio Management
  • Editable Reports
  • Retirement Income Modeller
  • Risk Profiling
All costs are subject to VAT at the current rate. All pricing plans are subject to a £100.00 setup fee.
* The standard monthly rental costs are £45 for Essentials, £75 for Standard and £120 for Professional. When paying for 12 months upfront, three months will be given free of charge at the end of the initial 12 months, making the equivalent monthly rental £36 for Essentials, £60 for Standard and £96 for Professional over the 15 month period.
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Additional Features


Additional Information Slides

Additional information slides are arguably one of the most powerful features of O&M Profiler ESP allowing you to quickly build custom dashboards of from hundreds of information slides.

There is no limit on the number of dashboards you can create. These can be packaged up as reports for use again and again.



Morningstar & AKG

In addition to the team of O&M researchers collating data from each of our partners on their products and funds, the system includes a fund data feed from Morningstar and with-profits funds rating data from AKG.



Online & Tablet Friendly

O&M Profiler ESP is written in HTML5 which is the latest mark-up language for presenting online content via the Internet.

This means the system is compatible with the majority of platforms and devices so you can access the system at your convenience from anywhere with an internet connection.



Product Sourcing

Product sourcing helps you reduce the list of potential products by filtering on various criteria including policy features, premium flexibility, fund switching, financial strength plus many more.



State Pension Estimations

Simply adding your client’s date of birth and age enables O&M Profiler ESP to calculate an estimation of your clients state pension age, state pension date, period until state pension and state pension amount.



Third Party Integrations

Speed of use and accuracy of data are important factors. We work closely with a number of other organisations to ensure that data can be passed seamlessly, avoiding rekeying of data and up to date information is available for analysis.

Current integrations include Assureweb, Fidelity FundsNetwork, Plum Software, PortfolioMetrix and Transact.



Usergroup Functionality

We work closely with a number of regulators and compliance service providers to provide customised versions of the system to cover a number of scenarios including negotiated product charges, model portfolios, fund lists and additional information slides to support processes or workflow.



Partnership Programme

We maintain a Partnership Programme with all providers whose products appear on the system. Both O&M and our partners have a number of commitments to ensure accuracy of the calculations.



With Profits Information

With profits fund information has always been notoriously difficult to obtain. O&M Profiler ESP contains a vast amount of with-profits information to assist advisers when reviewing existing arrangements or recommending a new investment.

Detailed reports from the leading independent actuaries AKG, are available for every major pension fund, including those closed to new business.



Custom Products

With over 24 members in the O&M Partnership Programme it’s unlikely you’ll come across a provider whose products are not represented on O&M Profiler ESP.

Even if you do the system allows you to create custom products to use in comparisons by entering the relevant charging structure. This also allows you to include bespoke products such as GPP, SIPPs and wrap accounts in your comparisons.



Adviser Charge Matching

Adviser change matching allows you to quickly assess the impact of the adviser charge selected for a comparison.

If the existing plan has higher maturity values than the proposed new plan, the system quickly tells you the adjustment needed to the adviser charge for the new plan maturity values to match the existing plan maturity values.



Report Customisation

The reports produced from O&M Profiler ESP can be customised to reinforce company branding with your clients including adding your company colours and logo.


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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