Industry-leading software.
Incomparable service.
Unrivaled scale.

Profiles Professional v9.0

• Home

Training

• Training Program

Support

• RMD 2009 Workaround
• EISI User Services
• Knowledge Base
• Reference Guide

Need more?

• Getting Started
• Optional Features
• Presentation Tools
• Data Gathering Tools
• Inside Profiles Newsletter

Product updates

• Upgrade to v9.0
• Product updates
• What's New in v9.0

Profiles Professional Training & Support

Reference Guide

Your owner’s manual

The Profiles Professional Reference Guides are designed to lead you through each step necessary to build a financial plan. A Reference Guide is available for Desktop and Web formats. Both guides describe the features of the application, and aim to familiarize you with Profiles Professional user interface. Topics covered include:

• Program Functionality
• Choosing an Analysis Mode and Setting Up the Client Case
• Gathering and Entering Client Data
• Client Presentations
• Gathering and Entering Business Client Data

Profiles Professional v9.0 Reference Guide: Desktop

Profiles Professional v9.0 Reference Guide: Web