FPA program

[close]

Profiles Premium
US product

    For more information, email marketing@zywave.com or call (877) 699-9928 and ask to schedule a no-obligation demo.

    Empower every advisor at your firm to deliver engaging, interactive presentations, uncover deeper client needs and close each sale faster with web-based Profiles Premium – featuring unique tools to back planning with flexible analytics and action-oriented reports – all accessible to anyone at your company.

    • Generate qualified leads with an online Retirement Consumer Facing Application
    • Turn prospects into clients in one meeting with a flexible, interactive sales-oriented Presentation Module
    • Connect with clients with visual, easy-to-understand reports
    • Provide both goals-based and cash-flow planning with flexible analysis tools
    • Quickly model simple insurance and goal-funding requirements with Profiles Forecaster add-on
    • Deep integration with third-party applications

    Deliver deep insight

    • Engaging, professional reports
    • FINRA-reviewed content
    • Monte Carlo simulation
    • Complete estate planning
    • Ibbotson Security Classifier database
    • Integrated planning modules and levels
    • Roth IRA conversion concept calculator

    Assessments and planning

    • Progress reporting
    • Goal-based and cash-flow based planning
    • Retirement accumulation
    • Retirement distribution
    • Retirement what-if scenarios
    • Portfolio reallocation
    • Portfolio rebalancing
    • Education planning
    • Accumulation goals (major purchase planning)
    • Survivor income
    • Long-term care needs
    • Disability income
    • Ibbotson asset allocation
    • Employee stock options
    • Basic estate planning
    • Financial statements (net worth)
    • Income tax analysis
    • Business continuation planning
    • Concept page library
    • Case review

    Integrations

    Albridge logo
    Seamlessly pass consolidated client and portfolio information from the Albridge database directory into Profiles Web.

    Redtail logo
    Export Redtail data in a few clicks, eliminate duplicated effort and wasted time, reduce data entry errors, and streamline your technology. Complete plans faster and spend more time in front of your clients.

    SmartOffice logo
    In a few clicks, export your SmartOffice data to Profiles Professional where you can quickly and easily create revenue-generating plans.

    Morningstar logo
    Create investment proposals consistent with your Profiles plans with Morningstar® Advisor WorkstationSM Enterprise Edition (AWSE) and Portfolio Builder holdings-based asset allocation data support.*

    TD Ameritrade Institutional logo
    Gain more from your existing technology investments and eliminate time and effort required for data entry.

    Web hosting

    Log in from any computer with an Internet connection to access Profiles in a Web-based environment with the highest possible level of data security certification. This format includes:

    • Planning tools on demand - Software is delivered on a hosted server (application service provider; ASP) with a centralized database.
    • Data security - ISO 27001 certified, your firm's data is securely stored and regularly backed-up using the highest standards of data protection.
    • Low-maintenance – Upgrades are centrally administered; you are always working with the latest version and never have to install or update Profiles software on your computer.
    • Multi-browser compatability – Internet Explorer, Firefox, Safari, Chrome, and Opera internet browsers for both PC and Mac platforms.
    • Data import - Automatically populate Profiles software with information from third-party data sources, such as Albridge®, Redtail CRM, SmartOffice™ CRM, Morningstar®* and TD Ameritrade Veo®.

    ISO 27001 Certified

    Zywave's (formerly EISI) hosted Web solutions are ISO/ IEC 27001:2005 certified. The ISO/IEC 27001:2005 certification verifies that Zywave has successfully implemented an Information Security Management System that provides a solid framework for initiating, implementing, maintaining, and managing information security within the organization. Zywave is the first and only financial planning software developer in North America to achieve the ISO/IEC 27001:2005 certification.


    *Enterprise only