Profiles Professional
Enterprise solutions
Profiles Enterprise Services enable financial services firms and their advisors to work collaboratively on client cases, as well as follow a structured process for creating, approving, and delivering financial plans. Oversight capabilities enable managers, specialists, and compliance users to review and archive case data, plans, and recommendations and run enterprise-wide management reports. Profiles Enterprise Services include:
- Collaboration
- Workflow
- Data integration
- Security system integration
- System administration
- Enterprise data storage
- Management reporting
- Training and technical support resources
Brochure: Profiles Enterprise Services Overview
Desktop, Web, or Universal Desktop Application (UDA) platforms
Profiles software can be deployed in several ways to meet the needs of your technical environment. Choose between a desktop, Web, or Universal Desktop Application (UDA) implementation. Visit the Formats section of this Web site for more information about the desktop and Web options.
The UDA is a hybrid platform that enables advisors to manage their client cases both on their local computer and online in a centralized database by enhancing their desktop software with online capabilities. Existing users of Profiles software can easily transition to the UDA – data input and reporting is exactly the same.
Contact us
Partner with EISI to configure an advice management solution to fit your business objectives. Discuss your large-scale enterprise deployment with an EISI Representative:
- Telephone: (888) 692-3474, option 2
- Email: sales@eisi.com
