Iress - O&M Profiler ESP

Following the exciting news that O&M has been acquired by Iress, we will be integrating our social media accounts. To ensure you don’t miss out on important updates, developments and news, please follow @iressUK

Not quite his last day and definitely not the send off we would have liked, but our last official zoom with Graham Miller today, enjoy retirement!

Iress acquires leading investment and pension research software provider O&M Systems. iress.com/support/media-…

Breaking: Iress buys @OandMSystems moneymarketing.co.uk/news/iress-buy…

Delivering Drawdown Reviews linkedin.com/pulse/deliveri…

FCA sends clients on investment journey at 49¾. citywire.co.uk/new-model-advi…

Recent coverage in Money Marketing on the proposed transfer advice summary: moneymarketing.co.uk/does-the-fcas-… A sample of the proposed template is available showing how this may look for a live case on this link: omsystems.co.uk/pdf/samplerepo…

How can #financialadvisers cater for the financial habits of a new generation of investors and savers? A short documentary by @Citywire : hubs.ly/H0kKrHP0

If you missed our joint webex with @Pru_UK on “Matching suitable technology with client suitability”, don’t worry, You can view a recording of the session on this link: bit.ly/2JNeUXj

O&M and Prudential webinar - Matching suitable technology with client suitability - 17th July 2019 at 11.30am. Reserve your place here: …al.distribution.team.prudential.co.uk/acton/form/604…

Brilliantly Simple - Drawdown Reviews With modern technology, it should be possible to complete a drawdown review in minutes... linkedin.com/pulse/brillian…

O&M Systems Automates FCA Transfer Checklist - linkedin.com/pulse/om-syste…

Advisers warned they could be breaking DB transfer rule ftadviser.com/your-industry/…

O&M systems launches TVC and APTA tool professionaladviser.com/3073711/ via @profadviser

Adviser pension transfer tool launched ftadviser.com/pensions/2019/…

Great day at the @threesixtySvcs The Great Pension Challenge seminar. Great line up with @RoyalLondon @CashCalc @prudentialplc @StandardLifeUK @OandMSystems #cpd #learning #REALfinancialplanning

very impressed with @OandMSystems demo today. Definately worth a second look if you have discounted them before. #paraplanners #IFA #financialplanner

@fryer_nathan Thank you for the feedback and we're glad you were impressed with the system. We hope to welcome you on board as a user soon!

Interested in the integration between @IntellifloLtd Intelligent Office and O&M Profiler ESP? You can view a webinar recording on this link: omsystems.co.uk/iowebinar

It's a game changer! #iOStore 🚩