Darrell Cable - Darrell Cable Independent Financial Adviser Limited
I recently moved over to the new O&M Profiler ESP and I must say, I love it. The migration to the new system was smooth with my existing data already available. I received first class support from the team at O&M ensuring I was up to speed with the features and functionality of the new system.
Speaking of features, the new additional information slides are great and will save me a vast amount of time. They allow me to quickly and frequently access information that supports my business processes.
It’s also perfect for use on the go. Using it on my iPad is just like using an app downloaded from the App Store.
In my opinion the O&M system is a more comprehensive review tool than others on the market.
James Wetherall - Wetherall's Limited
Having used a variety of research software over the years I am really pleased with our new O&M package. I see it forming a key component of our business going forward.
My graduate trainee has taken to it like a fish to water and is already pulling great reports that are supporting the delivery of advice to clients.
I look forward to working with you going forward and will be sure to recommend you to my industry peers.
Harriet MacKenzie-Williams - Keystone Financial Limited
Having spent many months creating an investment process that was both efficient and robust we have been pleasantly surprised with ‘Investments Profiler’ and the way it fits in to our processes. We have waited a long time for a tool that could do exactly what this one does efficiently.
The reports are a powerful addition to our client facing documents and create a compliance trail.
The tool is clearly independent and we can never be accused of using providers’ tools to get the results we want.
Our advisers have been generally very impressed, saying that it gives flexible access to all the fund information needed at a cost which is well balanced by the time saving efficiencies of using a tool that works and doesn’t try and lead you to a specific solution.
Investment Profiler now forms part of our investment process for ALL investment advice within the group. It can not only help us source the appropriate funds for a client, but can be used to show them where their existing investments stand against their stated attitudes and objectives and then to show how our recommendations will affect the results.
It ensures that we have an independent, consistent, repeatable and robust investment process for all clients whilst still being client friendly in its documentation and very user friendly for the advisers.
The free training was excellent and can be re-visited as often as necessary, but also the support team are fantastic and are there to answer any specific questions you may have.
We would certainly recommend Investment Profiler to anyone looking to create a simple yet compliant investment process for their business.
Roger Prangle - Prangle Financial Planning Limited
In the short period I have been using it, I have found it to be an invaluable tool for reviewing my clients’ investments.
It has given me a lot more confidence in my investment process and ability to conform to RDR. I will be very interested to see how it helps me improve my clients’ investment performance in the coming years.
Dominic O'Conner - DJ Financial Advice
Excellent reporting facilities added so I can monitor and control annual reviews for my entire client portfolio - just what I need for non-platform assets to keep the efficiency high and costs low for annual reviews.
What has impressed me most so far though is that when I raise a suggestion online, I get a call back every time. Either to show how I can do what I am after anyway, or to check understanding for the idea to be put forward for adding to the software. Almost everything I have raised has been added which is such an impressive quick response.
Your system is just what I have been looking for, is simple to use and will save me a lot of time and significantly generate more income.