Profiles Professional Training & Support
Optional Features
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.
To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.
To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.
Monte Carlo Simulation
Demonstrate the probability of success when projecting a client's retirement goals by taking into account various risk factors not considered under traditional methods.
To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.
To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.
Ibbotson Security Classifier
Access a database of over 30,000 mutual funds, individual securities, and variable annuities to classify a client's current holdings into multiple asset classes for a portfolio analysis.
To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.
To purchase this module, please contact an EISI Representative: (888) 692-3474, option 2.
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. This module may be purchased online through Forefield.
