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