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.