Top 3 reasons to buy
US product
We asked customers who recently purchased Profiles Forecaster, 'Why did you buy?'.
The top 3 reasons are:
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Easy to use |
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Reports |
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Insurance analysis |
Here’s what advisors are saying about Profiles Forecaster:
I like Profiles Forecaster because the input is quick and the output looks great, is concise and tells me exactly what I need to know in about 25 pages.
It's accurate, up-to-date, easy-to-use, and the client tools provided are the ones I use most often. It allows me to effectively compete with financial planning firms.
Profiles Forecaster is a necessary planning tool for my clients to receive a good scope of detail planning.
I have used Forecaster in the past and have found it easy to use and excellent for providing a graphic display of planning results.
Easy to use. Seemed to be adequate enough without being too complicated.
I bought Forecaster because it's a relatively easy way to create a professional report for my clients.
I purchased Profiles Forecaster because it presents in an easy way what clients need to do to reach their retirement goal – save more, earn more, or a combination of both. This is the biggest question clients face in their accumulation years. Am I saving enough? If not, how much do I need to save and what rate of return do I need to get? Profiles Forecaster presents the solution.
Profiles is the best financial planning software I have come across. It is very easy to navigate and gets the point across to the client/prospect in a very clear and accurate way.
Helps to guide the prospective client interview in an organized and logical manner -- with reminders of items that I might otherwise not explore with the individual. It also improves efficiency by helping to keep the interview/sales process on track.