What’s new in v8.0

Profiles Professional version 8.0 is a significant upgrade that contains usability enhancements and a new design to help you increase productivity and address more of your clients’ needs.

These materials have been designed to help you effectively use the new features in your software.

Video clips & demos

Migrating client data from v7.6 (Does not apply to Profiles OnDemand users)

Client plans made in previous versions of Profiles Professional will need to be manually upgraded to v8.0. To see it done, watch Updating Client Files to v8.0.

It is recommended that, once you have upgraded your plans, you review each plan before presenting to clients.

Understanding how Profiles Professional has evolved from v7.6 to v8.0

Watch these recorded presentations, delivered by one of EISI’s most knowledgeable Profiles product experts, to see the how v8.0’s new design will help you increase productivity.

Usability Enhancements
This segment will walk you through creating a new case and explain how the left hand navigation bar is organized

Assets and Account Restructuring
This segment discusses the New Assets and Account structure. This will go over the new asset user interface from v7.6 to v8.0. How to enter a bank account, qualified account entry, classifying a holding, investment account entry, holding details, taxation of return, tax preferences, and real estate

Liabilities Functionality
This Segment will cover the new liabilities functionality for v8.0. This will compare the v7.6 liability section with v8.0. This will walk you through entering a liability.

Upgrading the Retirement Distribution Functions in Professional
Reworking assets and accounts, rework retirement calculations, new retirement output (new retirement story), retirement distribution functionality.

Asset Allocation and Retirement Distribution Capabilities
This compares asset allocation from v7.6 to v8.0. classifying current assets and Asset allocation management including the rebalancing option and reallocation.

Training Video Clips require that you have/download the free Macromedia Shockwave FlashPlayer, allows you to watch the clips online.

Set your screen resolution at 1024 x 768 or higher. To do this, go to the Windows Start menu -Settings - Control Panel; open Display, and then click on the Settings tab.

System Requirements
Microsoft Internet Explorer 6.0
Macromedia Flash Player 6
450 MHz Intel Pentium II processor (or equivalent) and later
128MB RAM
Screen Resolution 1024 x 768

Product documentation

Profiles Professional v8.0 FAQ (PDF 100 K)
Some existing users of v8.0 have contacted us with common questions. This document is a compilation of those FAQs and our responses.

Profiles Professional v8.0 Detailed Feature Overview (PDF 3.81 MB)
Get the details. This 44-page document provides thorough descriptions of the new features and enhancements in v8.0.

Profiles Professional v8.0 High-Level Release Overview (PDF 965 K)
Find out what’s new. This 11-page document offers a high-level summary of v8.0.

v8.0 Update Overview Nov. 2007 (PDF 52 K)