News
New Versions of Profiles Software Coming Soon
Focus on retirement planning features that help advisors win more business
In the five to 10 years prior to entering retirement, people become more acutely aware of their future needs and make significant and often permanent decisions about their finances. They are more likely to take advice and even consolidate assets for easier income management. For millions of investors, that transition time is now.
Recognizing the opportunity for advisors to win more business, EISI has introduced additional retirement planning features in Profiles software.
New in Profiles Professional Version 9.0
Illustrate retirement options for your clients - Explore various ways to achieve a client’s retirement goals, including saving for retirement and income distribution during retirement. Perform ‘what-if’ analysis on various retirement strategies, compare results with the current plan, and include up to four scenarios in a variety of new reports.
Counsel clients on qualified plan contributions - New alerts prevent advisors from unknowingly exceeding clients’ qualified plan limits. Maximum allowable contribution amounts are detailed for advisors, which include catch-up provisions to also prevent unintentional under-contributions.
Profiles Professional Release Overview
Profiles Professional v9.0 Overview video
New in Profiles Forecaster Version 4.0
Illustrate social security for clients – a new feature allows advisors to override system-calculated defaults by entering social security details and showing the income in reports.
Profiles Forecaster Release Overview
Stay tuned…
The Profiles Professional and Profiles Forecaster releases are scheduled for Summer 2008. To learn more about these and other financial planning software programs, visit the Products & Solutions section of this site.
