FPA program

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Optional features
US product

    To learn more about optional features, please contact a Zywave (formerly EISI) Representative at (888) 692-3474, option 2. Additional fees may apply. View licensing.

    Ibbotson Asset Allocation module

    Ibbotson Asset Allocation module

    Make asset repositioning and purchasing recommendations by performing a risk tolerance and time horizon analysis. Also, use the Ibbotson Security Classifier to classify a client's current holdings.

    Forefield Content

    Forefield Content

    Add value to your presentation materials. Direct access to Forefield's compliant content enables you to consult the latest research on thousands of financial topics to provide more meaningful information to your clients. Research is neutral, accurate, and current. This content may be purchased online through Forefield.

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    Integrations

    Unleash the power of Profiles Professional Web and Profiles Forecaster Web with an Albridge® integration! The collaboration allows you to seamlessly pass consolidated client and portfolio information from the Albridge database directory into Profiles Web.

    Unleash the power of Profiles Forecaster with Redtail CRM integration! The integration allows you to export Redtail data to Profiles Forecaster in a few clicks, eliminate duplicated effort and wasted time, reduce data entry errors, and streamline your technology. Complete plans faster and spend more time in front of your clients.

    Increase your efficiency and productivity in Profiles Professional and Profiles Forecaster with a Veo® integration! You will gain more from your existing technology investments and eliminate time and effort required for data entry.