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

Big players give The Platforms Association's transfer charter a miss

Big players give The Platforms Association's transfer charter a miss

AJ Bell and Parmenion choose not to sign up

Sophia Panayi
clock 25 September 2026 • 2 min read
Most platforms sign up to transfer charter

Most platforms sign up to transfer charter

Signatories include Benchmark, Fidelity International and Quilter

Sophia Panayi
clock 17 September 2026 • 3 min read
Will the incoming stocks and shares ISA cash interest levy impact platforms?

Will the incoming stocks and shares ISA cash interest levy impact platforms?

Proposed regulations yet to clarify what is an ‘acceptable’ cash holding

Sophia Panayi
clock 15 September 2026 • 5 min read