Profiles Professional
Product features
Features & modules
Key Features
- 13 Personal planning modules:
- Retirement
- Education Goals
- Estate Planning
- Advanced Estate Planning (optional)
- Accumulation Goals
- Survivor Needs
- Disability
- Long-Term Care
- Asset Allocation
- Monte Carlo (optional)
- Risk Tolerance
- Financial Statements
- Income Tax Analysis
- 4 Business planning modules:
- Business Valuation
- Key Employee Valuation
- Financial Statements
- Employee Benefits
- Cash-flow and goals-based planning tools
- Action-oriented client reports
Optional features
Learn more about the optional features – such as the Advanced Estate Planning and Monte Carlo modules – that are available for purchase.
