Profiles Professional Training & Support
What’s new in 9.0
Highlights
With retirement scenarios in v9.0, you can quickly explore various ways to achieve a client’s retirement accumulation and distribution goals through changes in retirement needs, portfolio reallocation, plan contributions, and more. Learn about retirement scenarios and other new features in v9.0:
Profiles Professional Release Summary
Find out what’s new. This 8-page document offers a high-level summary of v9.0.
Profiles Professional Release Overview
Get the details. This 54-page document provides thorough descriptions of the new features and enhancements in v9.0.
What’s New in Profiles Professional v9.0 (recorded demo)
See it in action. Watch a recorded demo of new features.
New system requirements (desktop format)
Profiles Professional v9.0 runs on Microsoft Windows XP and Microsoft Vista. The Microsoft Windows 2000 operating system is no longer actively supported. As well, Adobe Reader 6.0 is required, at a minimum, for client reports.
| Profiles Minimum System Requirements | |
| Free Hard Drive Space | 512 MB |
| Operating System | Microsoft Windows XP, Vista |
| Document Software | Adobe Reader 6 |
| Processor | 1.0 GHz CPU |
| Memory | 512 MB RAM |
| Hardware | CD-ROM drive 3.5-inch floppy |
| Browser | IE 6 or higher |
| Note: EISI will conduct limited software testing to assess general compatibility with its applications and Microsoft Windows 2000 and Adobe 5.0; however, in the event that an issue arises that is specifically related to running Profiles with programs that do not meet its minimum system requirements, EISI is not obligated to provide technical support.
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New training materials
FREE Live Web-Based Training
Ask questions. Participate in a Live, Web-Based Training session facilitated by an EISI Training Specialist. The New in Profiles Professional v9.0 session walks you through the major enhancements in this upgrade.
Secure your spot in one of these FREE sessions (duration: 90-min):
| Thu Aug 21, 1:00PM CT | | Register | |
