Profiles Forecaster

Modular needs analysis

Profiles Forecaster is a goals-based application that centers on 5 basic planning modules. Regardless of computer expertise, its user-friendly design allows advisors to tailor action-oriented financial analyses in a clear, ready-to-present format. Profiles Forecaster is best for advisors who deal with clients requiring basic financial analysis.

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Profiles Forecaster

Features
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Formats
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Enterprise Solutions
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Sample client reports
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Optional features and printed materials
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Training & Support
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Getting started is easy! In less than an hour, learn how to create a client case and a sales-oriented presentation in Profiles Forecaster.

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Financial Planning Software: Profiles Professional | Profiles Forecaster | NaviPlan Standard |NaviPlan Extended | Canadian Products
Enterprise Solutions: Advice Fusion
Training & Support: support.eisi.com
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