Iress - O&M Profiler ESP

We're a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.

[Iress - O&M Profiler ESP @OandMSystems]

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

[Iress - O&M Profiler ESP @OandMSystems]

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 - O&M Profiler ESP @OandMSystems]

Iress acquires leading investment and pension research software provider O&M Systems.

https://t.co/Ntcs43rdNe

[Money Marketing @_moneymarketing]

Breaking: Iress buys @OandMSystems https://t.co/qP8CnCLaVZ

[Iress - O&M Profiler ESP @OandMSystems]

Delivering Drawdown Reviews https://t.co/f7IjajGzJf

[Iress - O&M Profiler ESP @OandMSystems]

FCA sends clients on investment journey at 49¾. https://t.co/8BXTqMO6a5

[Iress - O&M Profiler ESP @OandMSystems]

Recent coverage in Money Marketing on the proposed transfer advice summary: https://t.co/kHq61LvwNu

A sample of the proposed template is available showing how this may look for a live case on this link: https://t.co/IiNJNeJTiR

[intelliflo @IntellifloLtd]

How can #financialadvisers cater for the financial habits of a new generation of investors and savers? A short documentary by @Citywire : https://t.co/KgyfW2lEqE

[Iress - O&M Profiler ESP @OandMSystems]

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: https://t.co/WwLukNzEDL

[Iress - O&M Profiler ESP @OandMSystems]

O&M and Prudential webinar - Matching suitable technology with client suitability - 17th July 2019 at 11.30am.

Reserve your place here: https://t.co/vUB8WmTUOK

[Iress - O&M Profiler ESP @OandMSystems]

Brilliantly Simple - Drawdown Reviews

With modern technology, it should be possible to complete a drawdown review in minutes...

https://t.co/z4u6LPjWit

[Iress - O&M Profiler ESP @OandMSystems]

O&M Systems Automates FCA Transfer Checklist - https://t.co/UsnCILV5R6

[Iress - O&M Profiler ESP @OandMSystems]

Advisers warned they could be breaking DB transfer rule
https://t.co/vAQh45qvy5

[Iress - O&M Profiler ESP @OandMSystems]

O&M systems launches TVC and APTA tool https://t.co/GL4py2kccs via @profadviser

[Iress - O&M Profiler ESP @OandMSystems]

Adviser pension transfer tool launched https://t.co/aWM1AaN9E9

[Dan Haylett @danhaylett]

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

[Nathan Fryer @fryer_nathan]

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

[Iress - O&M Profiler ESP @OandMSystems]

@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!

[Iress - O&M Profiler ESP @OandMSystems]

Interested in the integration between @IntellifloLtd Intelligent Office and O&M Profiler ESP? You can view a webinar recording on this link: https://t.co/4StBw3srsn

[intelliflo @IntellifloLtd]

It's a game changer! #iOStore 🚩