We are delighted to announce that the IBOSS Asset Management, discretionary Managed Portfolio Service (MPS) range is now available on the O&M Systems research tool. The comparison of our portfolio charges is available now, and from mid-September you will also be able to include the comparison of our performance data.
O&M are a leading investment and pension research software provider, allowing financial advisers and planners to compare a whole array of performance data and charging information for asset management firms and model portfolio providers, such as ourselves.
Once the performance data is made available in mid-September, you will be able to utilise the data enrichment process in which you will be in a position to include direct comparisons between the current and proposed performance, as well as allocation details. This information can then be exported to be included within your own reports.
We have taken this progressive step with O&M to ensure that we are satisfying demand and that it is as easy as possible for advisers and planners to do business with IBOSS. With over 4,000 adviser firms in the UK currently using the system and over 30,000 reports being produced every month, O&M is one of the most popular research tools in the industry.
In addition to the MPS, the IBOSS Asset Management multi asset OEIC Fund Range is also available for research on O&M.
If you would like any further details on our availability on O&M or how to access the software, please do not hesitate to contact a member of our Business Development Team;