Download User Guide - O&M Systems

Investments Profiler User Guide (v9)
Introduction
Investments Profiler is a tool designed to speed up your fund selection process, add structure to your best
advice process and help justify your recommendation. It also has the capability to store and monitor client
and portfolio information, set up model portfolios and produce reports. The software is supplied on a
rental basis and is updated daily.
The system includes a wealth of comparative data including performance, volatility, ratings and charges.
There are a wide range of graphs, charts and reports available.
The system has been designed to be intuitive and uses similar functionality to other familiar programmes
such as tabs and hyperlinks.
User Guide
This guide has been designed to complement the help system facility available within Investments Profiler
and will ensure you obtain the best results from the system.
An electronic version of this guide is available from the O&M website together with a list of frequently
asked questions. Visit www.omsystems.co.uk for more information.
Introduction
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