Optional features and printed materials

Asset Allocation module

Make asset repositioning and purchasing recommendations by performing a risk tolerance and time horizon analysis. Also, use the Ibbotson Security Classifier to classify a client's current holdings.

Forefield Content

Add value to your presentation materials. Direct access to Forefield's compliant content enables you to consult the latest research on thousands of financial topics to provide more meaningful information to your clients. Research is neutral, accurate, and current. This content may be purchased online through Forefield.

Client brochure - Achieve Financial Security

Motivate prospects to take the next step. Use this brochure to outline the planning process and describe value-added services that help your clients achieve financial security. Package of 50.
View a sample Achieve Financial Security Client Brochure.
Cost: $20

Client brochure - A Personal Financial Check-up

Align your services with the needs of prospective clients. Use this data-gathering tool during initial meetings or as part of a direct mail campaign to learn more about your client's financial priorities. Package of 50.
View a sample A Personal Financial Check-up Brochure.
Cost:$22.50

Profiles Forecaster Fact Finder – for use with v4.0 & v4.2

Create survivor, education, college, disability, long-term care, and asset allocation analyses for your clients using this eight-page fact finder. Package of 50.
View a sample Profiles Forecaster Fact Finder.
Cost: $30

Profiles Forecaster Asset Allocation Questionnaire

Measure an individual's ability (time horizon) and willingness (risk tolerance) to accept uncertainties in their investment performance with the answers to these eight questions. Package of 50.
View a sample Profiles Forecaster Asset Allocation Questionnaire.
Cost: $25

Pre-Meeting Questionnaire

Set the stage for insightful and productive discussions. This new, eight-page questionnaire guides clients through the initial information-gathering stage so that when you're ready to meet, they have the most relevant financial information at their fingertips. Send this form to clients prior to meetings. Package of 50.
View a sample Pre-Meeting Questionnaire.
Cost: $35