An FSA-friendly profiler

TECHNOLOGY

clock • 6 min read

PA's resident techie Mark Polson evaluates O&M's new Investments Profiler.

Last time we kicked off our series of app-based reviews with a look at Assureweb's quote app, and very good it was too. This time, we step out of app-land and look at O&M's latest - Investments Profiler. This is launching at or about the time you read this column, hence it muscling in. Investments Profiler is on the streets now on a soft launch basis, which I think means you can buy it if you want but no-one will shout at you if you do not. Graham Miller, executive director of O&M, tells me that 250 firms have signed up on this basis already. There is no shortage of investment p...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

The Vanguard UK Platform Awards in association with The Platforms Association

Clive Waller
clock 04 March 2026 • 2 min read
Vanguard to sponsor UK Platform Awards

Vanguard to sponsor UK Platform Awards

Professional Adviser continues as media partner

Professional Adviser
clock 04 March 2026 • 1 min read
Perspectives on platforms and progress – past, present and future

Perspectives on platforms and progress – past, present and future

'Platform providers need as much input as they can get if they want to stay ahead of the curve'

Steve Andrews
clock 19 February 2026 • 4 min read