Profiles Professional Training & Support

Optional Features

By itself, Profiles Professional is a powerful financial planning application. But you can target an even wider client base by adding one of Profiles Professional’s optional features. Cater to high net worth clients with the Advanced Estate module, provide tailored portfolio recommendations with Advanced Asset Allocation, or provide more accurate projections of a retirement analysis with the Monte Carlo Simulation option.

To learn more about optional features, please contact a Zywave (formerly EISI) Representative at (888) 692-3474, option 2. Additional fees may apply. View cost & licensing.

Presentation Module

Make your client meetings more collaborative and profitable. Presentation Module is an interactive sales tool that takes Profiles Professional calculations and presents them in an easy-to-use and highly visual slideshow format. It also allows you to make changes and illustrate the impact of the results right in front of your clients.

Advanced Estate Planning

Provide a complete estate planning solution. With the Advanced Estate Planning module, you can model multiple scenarios, use robust tools for WRTs, FOBs, QPRTs, etc., and combine estate analytics and concepts in easy-to-understand reports.

Monte Carlo Simulation

Demonstrate the probability of success when projecting a client's retirement goals by taking into account various risk factors not considered under traditional methods.

Ibbotson Security Classifier

Access a database of 75,000 mutual funds, individual securities, and variable annuities to classify a client’s current holdings into multiple asset classes for a portfolio analysis.

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.

Integrations

Unleash the power of Profiles Professional Web and Profiles Forecaster Web with an Albridge® integration! The collaboration allows you to seamlessly pass consolidated client and portfolio information from the Albridge database directory into Profiles Web.

Unleash the power of Profiles Professional with Redtail CRM integration! The integration allows you to export Redtail data to Profiles Professional in a few clicks, eliminate duplicated effort and wasted time, reduce data entry errors, and streamline your technology. Complete plans faster and spend more time in front of your clients.

In a few clicks, export your SmartOffice data to Profiles Professional where you can quickly and easily create revenue-generating plans.

The Morningstar® Advisor Workstation^SM Enterprise Edition (AWSE) and Portfolio Builder provide holdings-based asset allocation data support so you can efficiently create investment proposals consistent with your Profiles Professional plans. (for Enterprise clients only)

Increase your efficiency and productivity in Profiles Professional and Profiles Forecaster with a Veo® integration! You will gain more from your existing technology investments and eliminate time and effort required for data entry.

Profiles Professional v10.5

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Product updates

Profiles Professional Training & Support

Optional Features

Integrations




Profiles Professional v10.5 Home Training Training Program Start Planning Support Contact Technical Support User Services Knowledge Base User Manual Need more? Getting Started Optional Features Sample Reports Presentation Tools Data Gathering Tools Inside Profiles Newsletter Product updates Update to v10.5 Additional updates What's New in v10.5		Profiles Professional Training & Support Optional Features By itself, Profiles Professional is a powerful financial planning application. But you can target an even wider client base by adding one of Profiles Professional’s optional features. Cater to high net worth clients with the Advanced Estate module, provide tailored portfolio recommendations with Advanced Asset Allocation, or provide more accurate projections of a retirement analysis with the Monte Carlo Simulation option. To learn more about optional features, please contact a Zywave (formerly EISI) Representative at (888) 692-3474, option 2. Additional fees may apply. View cost & licensing. Presentation Module Make your client meetings more collaborative and profitable. Presentation Module is an interactive sales tool that takes Profiles Professional calculations and presents them in an easy-to-use and highly visual slideshow format. It also allows you to make changes and illustrate the impact of the results right in front of your clients. Advanced Estate Planning Provide a complete estate planning solution. With the Advanced Estate Planning module, you can model multiple scenarios, use robust tools for WRTs, FOBs, QPRTs, etc., and combine estate analytics and concepts in easy-to-understand reports. Monte Carlo Simulation Demonstrate the probability of success when projecting a client's retirement goals by taking into account various risk factors not considered under traditional methods. Ibbotson Security Classifier Access a database of 75,000 mutual funds, individual securities, and variable annuities to classify a client’s current holdings into multiple asset classes for a portfolio analysis. 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. Integrations Unleash the power of Profiles Professional Web and Profiles Forecaster Web with an Albridge® integration! The collaboration allows you to seamlessly pass consolidated client and portfolio information from the Albridge database directory into Profiles Web. Unleash the power of Profiles Professional with Redtail CRM integration! The integration allows you to export Redtail data to Profiles Professional in a few clicks, eliminate duplicated effort and wasted time, reduce data entry errors, and streamline your technology. Complete plans faster and spend more time in front of your clients. In a few clicks, export your SmartOffice data to Profiles Professional where you can quickly and easily create revenue-generating plans. The Morningstar® Advisor Workstation^SM Enterprise Edition (AWSE) and Portfolio Builder provide holdings-based asset allocation data support so you can efficiently create investment proposals consistent with your Profiles Professional plans. (for Enterprise clients only) Increase your efficiency and productivity in Profiles Professional and Profiles Forecaster with a Veo® integration! You will gain more from your existing technology investments and eliminate time and effort required for data entry.

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