Industry-leading software.
Incomparable service.
Unrivaled scale.
   
 

Profiles Professional Training & Support

What’s new in 9.0

Profiles 2009 Tax & Statistical Update

Product updates, including the Profiles 2009 Tax and Statistical Update, will no longer be available for Profiles Professional version 8.0 starting in January, 2009. Stay current by upgrading to Profiles Professional v9.0 now (included in your annual license), which will enable you to install the 2009 Tax and Statistical Update when it’s released in January.

PDF  Profiles 2009 Tax and Statistical Update Overview
The Profiles 2009 Tax and Statistical Update delivers the most current statistical data to help ensure the accuracy of your calculations and client reports.

Highlights of v9.0

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:

PDF Profiles Professional Release Summary
Find out what’s new. This 8-page document offers a high-level summary of v9.0.

PDF Profiles Professional Release Overview
Get the details. This 54-page document provides thorough descriptions of the new features and enhancements in v9.0.

SWF 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.