Iress is a leading provider of technology solutions for financial services professionals. Its O&M Profiler ESP platform is designed to support advisers in delivering comprehensive pension and investment planning. One of its standout capabilities is Switching Analysis, which enables advisers to compare existing products against new options and determine whether a switch would deliver better outcomes for clients. This functionality is critical for ensuring suitability, compliance and transparency in advice.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: