Profiles Forecaster
Product features
Features & modules
Key Features
- Interview-style user interface design
- Goal-based planning
- Action-oriented client reports & graphs
- Retirement accumulation
- Education goals
- Survivor needs
- Long-term care needs
- Disability needs
- Data can be promoted to Profiles Professional
Optional features
- Asset Allocation
- Forefield content
Learn more about the above optional features – plus presentation tools and data gathering materials – that are available for Profiles Forecaster.
Download a brochure
Financial planning software designed to deliver fast, presentation-ready results
Feature comparison
Compare planning features in Profiles Professional and Profiles Forecaster
Data import capabilities
Enhance client service, save time, and reduce data entry errors by automatically populating Profiles with your clients' demographic and portfolio information. Data import capabilities are available to registered users of the following services:
- Albridge Solutions™ – available with Profiles OnDemand format
- Ebix’s SmartOffice™ CRM application (formally E-Z Data) – available with Profiles desktop format
- Morningstar™ Advisor Workstation Enterprise Edition – for Enterprise clients only
