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