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Profiles Professional

Product features

Features & modules

Key Features

  • 13 Personal planning modules:
    1. Retirement
    2. Education Goals
    3. Estate Planning
    4. Advanced Estate Planning (optional)
    5. Accumulation Goals
    6. Survivor Needs
    7. Disability
    8. Long-Term Care
    9. Asset Allocation
    10. Monte Carlo (optional)
    11. Risk Tolerance
    12. Financial Statements
    13. Income Tax Analysis
  • 4 Business planning modules:
    1. Business Valuation
    2. Key Employee Valuation
    3. Financial Statements
    4. 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.

 

 
   
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