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 Solution
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Sample client reports
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Optional features
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Training & Support
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Learn how to create a detailed financial needs analysis with Profiles Forecaster by completing a single module – the Forecaster Overview module can be completed in an hour.