Client Database - Client data is saved for future use; convenient for re-runs
Scheme Library - Build up your own library of pension schemes. This is essential when dealing with scheme wind-ups or bulk transfers
Own Charges - Select the product, fund and adviser charge that’s right for your client
Information Validation - Over 500 checks are made for missing and inconsistent data
Graphical Report - Graphs are used extensively in the report to explain key issues
Transfer Value Comparator - APTA ready PS18/6 compliant TVC report included as standard
'Live' Support - Our experienced Support Team staff are on hand to answer both your technical and user queries
User Training - Extensive package of Face to Face and Webinar training sessions available to all users
WHY O&M TRANSVAS PROFILER
Comprehensive Report - Benefit from a feature packed pension transfer analysis report - including Pension Freedoms and PPF analysis
More Control - You manage the report production from start to finish giving you more control to get the report completed before the CETV deadline
More Flexibility - Our software will provide you with a summary of missing information, broken down into what is absolutely necessary to retrieve and what information we advise you to retrieve. This provides you with the option to use assumptions for missing information if appropriate
Our Expertise - O&M has been heavily involved in the financial services industry for over two decades. Our Transvas Profiler system has been continuously developed and updated since its inception in 1992 as one of the first TVAS systems and reflects our vast knowledge in the occupational pension transfer market. As such, the checks and balances our system makes on the data that you input ensures that your report is underpinned by valid, accurate information
NEW USER TRAINING
Whilst we offer our customers ongoing support and training, specific new user training is mandatory before new systems are issued.
Face to Face and Webinar sessions are available. Please click HERE or contact us to find out more.