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Profiles Forecaster v3.0

• Home

Training

• Training Program
• CE Credits

Support

• Getting Started Guide
• EISI User Services
• Knowledge Base
• Regulatory Resources
• Reference Guide

Need more?

• Optional Features
• Presentation Tools
• Data Gathering Tools

Product updates

• Update to v4.0
• What's New in v4.0

Profiles Forecaster Training & Support

What's New in v3.0

Profiles Forecaster v3.0 has been enhanced to boost the efficiency of a number of steps in the planning process. Look for:

• Improved ease of use for data entry and report creation
• Enhanced modular use of the application
• A new Net Worth client report
• Expanded data integration capabilities

Profiles Forecaster v3.0 Feature Overview (PDF 1.98 MB)