Profiles Professional Training & Support
User Manual
The Profiles Professional Reference Guides are designed to lead you through each step necessary to build a financial plan. A Reference Guide is available for Desktop and Web formats. Both guides describe the features of the application, and aim to familiarize you with Profiles Professional user interface. Topics covered include:
- Program Functionality
- Choosing an Analysis Mode and Setting Up the Client Case
- Gathering and Entering Client Data
- Client Presentations
- Gathering and Entering Business Client Data
