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Now Available: New versions of Profiles Forecaster and Profiles Professional

Advisor software solutions

Profiles Forecaster

Starting at $595*

  • User-friendly goals-based application
  • Helps close a product sale in a single meeting
  • For clients who require a basic financial assessment, less than $500K AUM

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30-day free trial of Profiles Forecaster

Profiles Professional

Starting at $1,045*

  • A mixture of needs assessment and financial planning
  • Easy advisor input with pleasing client output
  • For advisors who manage mass affluent clients with detailed planning needs, $100K AUM plus

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30-day free trial of Profiles Professional

NaviPlan Select

Starting at $1,395*

  • A full range of financial planning capabilities in one program
  • Powerful yet flexible application
  • For clients with $500K AUM to ultra-high net worth

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30-day free trial of NaviPlan Select

NaviPlan Select

Starting at $595*

  • A full range of financial planning capabilities in one program
  • Advanced features available including detailed bracketed tax rates
  • Interactive tools for evaluating multiple scenarios
  • For clients with $500K AUM plus, including retirees

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30-day free trial of NaviPlan Select

NaviPlan Extended

$995*

  • Detailed, holistic financial planning
  • Comprehensive tax and cash flow planning
  • Advanced estate planning
  • In-depth reports appropriate for fee-based plans
  • For high and ultra-high net worth clients

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30-day free trial of NaviPlan Extended

*1-year single unit subscription price