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.
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 goal success probability. Perform Monte Carlo simulations to illustrate risk factors, and show your clients how likely their goals are to succeed.
|
| |
|
|
Ibbotson Security Classifier |
 |
|
Classify your client’s holdings into multiple asset classes. Access a database of over 30,000 mutual funds, individual securities, and variable annuities, and take a multiple asset class approach to your client’s current holdings.
|
| |
|
|
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.
|
:
: Home
