Needs Analysis and Financial Planning Software

Client login --- Select one --- Profiles OnDemand (USA) NaviPlan Central (USA) NaviPlan Central (CAN)

Product features
US product

• Interview-style user interface design
• Goal-based planning
• Quick case input and client presentation generation
• Highly graphical reports
• Output is periodically submitted to FINRA for review and comment
• Data can be promoted to Profiles Professional

Assessments and planning

• Planning modules:
  • Retirement accumulation
  • Education goals
  • Survivor needs
  • Disability needs
  • Long-term care needs
• Financial statements including net worth and budgeting
• Create an assessment in 5 to 25 minutes

Optional features*

• Ibbotson Asset Allocation^TM (includes Ibbotson Security Classifier)
• Forefield content
• Web hosting

Learn more about the above optional features that are available for Profiles Forecaster.

Integrations

Enhance client service, save time, and reduce data entry errors by automatically populating Profiles with your clients’ demographic information. Data import capabilities are available to registered users of the following services:

• Albridge® – available with Profiles OnDemand (Web) format
• Redtail CRM* – available with Profiles OnDemand (Web) format
• TD Ameritrade Institutional's Veo® - available for Profiles Forecaster or Profiles Professional to all registered Veo® users at no additional cost

Download a brochure

Clear, easy-to-use needs analysis software for financial assessments

Feature comparison

Compare planning features in Profiles Professional and Profiles Forecaster

Profiles Configurable Options - for Enterprise clients only

*Additional fees may apply