Profiles Professional

Product features

“One of Profiles greatest strengths is that you can’t over engineer a case. The client-friendly reports allow me to interact with my clients more during the planning process, which enables us to come to the proper conclusions together.” Rob Leanza, Director of Financial Planning D.E. Financial Group, LLC “Profiles Professional works extremely well for a variety of clients. The colorful presentation reports offer a one-page graphical representation, which is good for most clients, [while] the comprehensive timelines allow me to audit the results for those clients who want to see the detail.” James L. Haley, Apex Wealth Advisors

Features & modules

Key Features

• Integrated planning modules & levels
• Cash-flow and goals-based planning tools
• Action-oriented client reports & graphs
• Roth conversion concept calculator
• Retirement accumulation
• Retirement distribution
• Retirement scenarios
• Portfolio reallocation
• Portfolio rebalancing
• Education goals
• Accumulation goals (major purchase)
• Survivor needs
• Long-term care needs
• Disability needs
• Ibbotson asset allocation
• Employee stock options
• Estate planning
• Financial statements (net worth)
• Income tax analysis
• Business continuation planning

Optional features

• Advanced Estate Planning module
• Monte Carlo Simulation module
• Ibbotson Security Classifier
• Forefield content

Learn more about the above optional features – plus presentation tools and data gathering materials – that are available for Profiles Professional.

Feature comparison

Compare planning features in Profiles Professional and Profiles Forecaster

Analysis modes

Tailor recommendations to clients' needs
One preview mode and three integrated analysis modes, which range from simple to comprehensive, enable advisors to select the appropriate level of detail required for each plan.

Easy-to-Use Planning Levels

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