O&M Profiler

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O&M Profiler is a fully integrated system for advisers involved in the pension and investment planning areas.

Key Features

Product Switching

Compare a client’s existing pension, bond, drawdown, ISA or GIA to establish whether switching to a new product may produce a better outcome. The powerful, yet concise, client friendly switching reports can show a plan in isolation or the consolidation of multiple plans.

For pension switching, the system automatically populates information seamlessly into the FCA pension switching advice suitability template.


Identify the most appropriate product for your client based on investing specific premium amounts over a specified term or to assess the level of premiums required to achieve a target amount at a future date.

Consideration can be given to investing in a pension, bond, cash saving, ISA or GIA, comparing up to three options at a time.

Income in retirement

Identify the most appropriate route for your client to provide an income from their current pension plans and enables you to compare and contrast the options available across a range of retirement income products.

Consideration can be given to using different types of annuities, UFPLS and flexi-access drawdown, comparing up to three options at a time within or across product types.

Fund Research

Using data provided by Morningstar, access fund data on over 75,000 funds from a number of universes including ETFs, Investment Trusts, Life, Pension, OEIC / Unit Trusts, offshore and equity funds.

A range of the factsheets are available suited to different levels of client’s investment knowledge. The funds audit function allows you to evidence your fund research in a concise report.

Graphically display and compare funds against each other, sectors or benchmarks and produce client friendly fund comparison reports.

Portfolio Management

Add consistency to your investment process by creating model portfolios from asset allocation down to individual holdings. These can then be used as the basis of your new client proposition.

Monitor your client’s investment portfolios to ensure they remain aligned with their target asset allocation and recommend action where the portfolio may have become unbalanced.

You can produce a range of reports to help your clients understand their investments including portfolio summaries, portfolio comparisons, rebalancing reports and capacity for loss.

Retirement Income Modelling

It’s always been important for clients to understand how far their hard earned pension pot will take them in retirement, but perhaps even more so following the introduction of pension freedom.

O&M Profiler ESP offers a retirement income module allowing you to quickly and easily identify any shortfall and help your client’s budget and plan their retirement. You can include one off items and also vary income levels as your client goes through various stages of their retirement.

Key Benefits

  1. Improve efficiency. Data will automatically populate the FCA’s pension switching advice suitability template

  2. Offer the best advice. Make recommendations based on the extensive market coverage for investments and retirement products to deliver the best solutions for your clients

  3. Give clients peace of mind by analysing their retirement plans and maximise their levels of income in retirement whilst demonstrating the impact of their plans on their pension pot in a visually appealing way

  4. Make changes to criteria such as regular premium amounts, investment types, target retirement age and retirement income levels

  5. Produce client-friendly reports quickly and easily to demonstrate the possible outcomes of your recommendations

Product/Service details