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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

PDF Profiles Professional v9.0 Reference Guide: Desktop

PDF Profiles Professional v9.0 Reference Guide: Web