Profiles Professional
Formats
Standalone Desktop
Complete control over your client data - The desktop format allows you to locally install and run Profiles Forecaster and Profiles Professional software. All client data and the application itself reside on your desktop or laptop computer, which means you have complete control over your client cases. No Internet connection required.
Web
Management and planning tools on demand - Profiles OnDemand is the Web format that delivers Profiles software on a hosted server (application service provider; ASP) with a centralized database. It is an affordable solution for small and mid-sized firms that offers secure industry-leading planning tools and , centralized data security.
A subscription to Profiles OnDemand enables you to login from any computer with an Internet connection to work with the full functionality of Profiles software.
- Profiles software - both Profiles Forecaster and Profiles Professional are accessible online, which means workstation requirements are minimal
- Data import - automatically populate Profiles software with information from third-party data sources, such as Albridge Solutions
- Low-maintenance – upgrades are centrally administered so you are always working with the latest version and never have to install or update Profiles software on your computer
- Data security - your firm's data is securely stored and regularly backed-up using the highest standards of data protection
Universal Desktop Application (UDA)
Flexible deployment 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. Visit the Enterprise Solutions section for more information about the UDA format.
Contact us
For help deciding on the best platform for you, contact an EISI Representative:
- Telephone, toll-free: (888) 692-3474, option 2
- Email: sales@eisi.com
