Profiles Professional Training & Support
What’s new in 9.3
Highlights
- Additional retirement scenario planning functions – the ability to quickly add new retirement incomes or edit existing ones
- Phase 2 Annual Tax and Statistical Update – ensure your plans are incorporating the latest facts and figures
- Just-in-Time training videos – new videos are available to help users get acquainted with key features
- New Morningstar concept pages – include these easy to read illustrative reports in your presentations to help support client recommendations
- Performance – upgrades to the calculation engine will have you generating results faster
- Improved Business module reporting – several of the existing Business module reports have been updated with minor content changes based on user feedback and reviews by their compliance departments
Details
This document provides thorough descriptions of the new features and enhancements in v9.3.
Profiles Professional Release Overview
See what’s new in v9.3. This short video clip (5min) shows you the new features in action.
New in Profiles Professional v9.3
New system requirements
Web format only
To optimize the Client Presentation screen in Profiles Professional v9.3, it is recommended that you install Microsoft® Silverlight™. A free download is available at: http://www.microsoft.com/getsilverlight/get-started/install/default.aspx
Desktop format only
Profiles Professional v9.3 runs on Microsoft® Windows XP™, Vista™*, and Windows 7™* operating systems. 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.
*Certified on both 32-bit and 64-bit
| Profiles Minimum System Requirements | |
| Operating System | Microsoft® Windows XP (Service Pack 3), Vista, or Windows 7 |
| Microsoft® .NET Framework | v3.5 |
| Processor | 1.2 GHz 2.0 GHz recommended |
| Free Hard Drive Space | 512 MB |
| Memory | 1 GB RAM 2 GB recommended |
| Web Browser | Microsoft® Internet Explorer 7.0 or higher |
| Adobe Reader | Adobe Reader 6.0 or higher |
| Note: 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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