Profiles Forecaster
Formats
Standalone Desktop
Complete control over your client data - The desktop format allows advisors to locally install and run Profiles Forecaster and Profiles Professional software. All client data and the application itself reside on the advisor's local desktop or laptop computer, which means the advisor has complete control over his/her client cases. No Internet connection required.
Web
Management and planning tools on demand - Profiles OnDemand is the Web format that delivers Profiles software on a hosted server (application service provider; ASP) with a centralized database. It is an affordable solution for mid-sized firms that offers data security.
A subscription to Profiles OnDemand includes numerous management and planning tools, including versions of Profiles Professional and Profiles Forecaster software that function nearly identically to their desktop counterparts but also feature enhanced case management capabilities. Data is stored in a centralized database. An Internet connection is required.
- Profiles software - both Profiles Forecaster and Profiles Professional are accessible online, which means workstation requirements are minimal
- Data integration - external data sources and legacy applications can be integrated with your system to promote user adoption
- Auditing & reporting tools - event logging capabilities provide advisor usage statistics for reporting and evaluation purposes
- Asset allocation options - choose from user-defined, Ibbotson, or configurable
- Centralized data storage - the highest level of electronic and physical security protects your client data and cases in a centralized location
- Administration controls - add, edit, and delete users, control user access, and configure auditing capabilities using Profiles Web Administration Tools
- Low-maintenance updates - updates and upgrades are centrally administered to facilitate your initial deployment, and to ensure that advisors are using the latest version of the software in the future
- Data security - client data is stored in a secure, redundant environment
Contact us
For help deciding on the best platform for you, contact an EISI Representative:
- Telephone, toll-free: (888) 692-3474, option 2
- Email: sales@eisi.com
