Profiles Forecaster Training & Support
Optional Features
By itself, Profiles Forecaster is a powerful financial planning application. But you can target an even wider client base by adding one of Profiles Forecaster’s optional features.
Asset Allocation
Make asset repositioning and purchasing recommendations by performing a risk tolerance and time horizon analysis. Also, use the Ibbotson Security Classifier to classify a client's current holdings.
To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.
Forefield Content
Add value to your presentation materials. Direct access to Forefield's compliant content enables you to consult the latest research on thousands of financial topics to provide more meaningful information to your clients. Research is neutral, accurate, and current. This module may be purchased online through Forefield.
