O&M Profiler ESP
O&M Profiler ESP offers everything you would expect from a comprehensive financial planning solution and has been designed to get you the answers you need quickly and easily, allowing you to focus on your clients.
The system provides over 100 client facing reports including the industry standard pension switch report, helping you to satisfy compliance and your clients, with in depth and customisable reporting.
Data can be synced and updated from intelliflo office into O&M Profiler ESP in only two inputs.
Opens in a new window
Opens an external site
Opens an external site in a new window
Manage consent preferences
When you visit any of our sites, bits of information (i.e., cookies) may be stored or retrieved on your browser. We use these cookies to improve our site operations and remember your preferences for interacting with us. Because we respect your right to privacy, you can choose not to allow some types of cookies (e.g., those that directly identify you). Click on the different cookie category headings under ‘view preferences’ to find out more and customize your default settings. Please note that blocking some types of cookies may impact your site experiences and the services we are able to offer.
Strictly Necessary/Functional cookies Always active
These cookies enable the website to provide enhanced functionality and personalization to improve your experience. They may be set by us or by third-party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Analytical/Performance cookies
The technical storage or access that is used exclusively for statistical purposes.
These cookies are used for web analytics and allow us to anonymously monitor our website usage so we can measure and improve its performance and the services we provide. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these web analytics cookies we will not know when you have visited our website and will not be able to monitor its performance. We may share web analytics data with third parties that help us with the performance and improvement of our website and services.
Targeting cookies
These cookies are used to track visitors across various websites and may be set by our advertising partners on our website. Targeting cookies allow those advertising companies to build a profile of your interests and display relevant ads to you. They do not directly store your personal information but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising. In addition, intelliflo may engage third party advertisers and advertising networks to place targeted advertisement cookies. This means that data collected through these cookies will be shared with such parties in order that they can select and serve relevant adverts to you and others. We do not disclose information about identifiable individuals to our advertisers, but we may provide them with aggregate information about our users to assist them in performing this service. We may also use such aggregate information to help advertisers reach the kind of audience they want to target.
Manage consent preferences
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Strictly Necessary/Functional cookies Always active
These cookies enable the website to provide enhanced functionality and personalization to improve your experience. They may be set by us or by third-party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Analytical/Performance cookies
The technical storage or access that is used exclusively for statistical purposes.
These cookies are used for web analytics and allow us to anonymously monitor our website usage so we can measure and improve its performance and the services we provide. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these web analytics cookies we will not know when you have visited our website and will not be able to monitor its performance. We may share web analytics data with third parties that help us with the performance and improvement of our website and services.
Targeting cookies
These cookies are used to track visitors across various websites and may be set by our advertising partners on our website. Targeting cookies allow those advertising companies to build a profile of your interests and display relevant ads to you. They do not directly store your personal information but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising. In addition, intelliflo may engage third party advertisers and advertising networks to place targeted advertisement cookies. This means that data collected through these cookies will be shared with such parties in order that they can select and serve relevant adverts to you and others. We do not disclose information about identifiable individuals to our advertisers, but we may provide them with aggregate information about our users to assist them in performing this service. We may also use such aggregate information to help advertisers reach the kind of audience they want to target.