Profiles Professional Training & Support
What’s new in v10.5
Highlights
Profiles Professional v10.5 incorporates:
- New Client Progress Reporting: Profiles Professional helps automate each step of the financial planning process. Building on the previously released Case Review capability, v10.5 includes a new Progress Report feature to help advisors monitor their financial planning recommendations, as well as their clients' progress toward goals. The process of tracking a client's progress is now easier and more efficient.
- New Veo® integration option: A new integration with TD Ameritrade's Web-based advisor platform.
- Presentation Module: Redesigned to increase client engagement and make your meetings more collaborative and more profitable. Your Profiles Professional calculations are presented in an easy-to-use and highly visual slideshow format.
- Enhanced long-term care planning: Improved modeling offers additional flexibility in defining a client's long-term care need.
- Enhanced user experience on the web: Major architectural changes for a refreshed user interface and significant performance improvements.
- Improved Monte Carlo analysis: More robust calculations that are now easier to interpret.
- Advisor-driven enhancements: We value your feedback and have made enhancements to provide you with the best financial planning tools.
Descriptions of the new features and enhancements in v10.5 are available in the
Profiles Professional Release Overview
See it in action
See what’s new in v10.5. This short video clip (5min) shows you the new features in action.
New in Profiles Professional v10.5
This document provides an overview of the Retirement Consumer Facing Application (CFA) for individual advisors.
Retirement CFA for Independent Advisors Overview
This document provides an overview of the Retirement Consumer Facing Application (CFA) and Lead Management Tool for corporate customers
Retirement CFA for Corporate Customers Overview
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