Profiles Professional

“The colorful, easy-to-read reports clarify the client's current financial position while gently leading them to the recommended course of action.” Peggy Fisher, Practitioner LPL Financial FINRA/SPIC “The reports within Professional help motivate my clients to take action. As a financial planner, motivating clients to change their behavior is our sole purpose.” Russ Charvonia, The Renaissance Group, LLC

Sample client reports

Profiles Professional offers more than 400 report pages that can be used to tailor presentations to clients’ needs.

Profiles Professional – Financial Concept: Roth IRA Conversion

Profiles Professional - Express Mode

Profiles Professional - Comprehensive Mode

Profiles Professional - Detailed Cash Flow Mode

Profiles Professional - Advanced Estate Report

Profiles Professional - Business Profile

Annotated plans

Helpful tips and explanations point to specific graphs and calculations on each page showing advisors how to effectively explain the report results to clients.

Professional Annotated Sample Reports