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.
Enable prospects to perform a simple self-directed retirement assessment on your unique, personalized lead generation website. Using a series of questions and interactive slider bars, prospects quickly see projections for their current situation and alternative strategies and are driven to contact you for an appointment. Their contact and basic financial information is sent to you as an email alert and an alert in Profiles Professional Web. Then, promote data entered by prospects on your Retirement CFA into Profiles Professional Web and Presentation Module with one click.
Try now
Make your client meetings more collaborative and profitable.
Presentation Module is an interactive sales tool that takes Profiles
Professional calculations and presents them in an easy-to-use and highly visual
slideshow format. Make changes and illustrate the impact right on
the screen in front of your clients.
Advanced Estate Planning module
Provide a complete estate planning solution. With the Advanced Estate Planning module, you can model multiple scenarios, use robust tools for WRTs, FOBs, QPRTs, etc., and combine estate analytics and concepts in easy-to-understand reports.
Monte Carlo Simulation module
Demonstrate the probability of success when projecting a client's retirement goals by taking into account various risk factors not considered under traditional methods.
Ibbotson Security Classifier module
Access a database of 75,000 mutual funds, individual securities, and variable annuities to classify a client’s current holdings into multiple asset classes for a portfolio analysis.
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.
Buy
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 Professional with Redtail CRM integration! The integration allows you to export Redtail data to Profiles Professional 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.
In a few clicks, export your SmartOffice data to Profiles Professional where you can quickly and easily create revenue-generating plans.
The Morningstar® Advisor WorkstationSM Enterprise Edition (AWSE) and Portfolio Builder provide holdings-based asset allocation data support so you can efficiently create investment proposals consistent with your Profiles Professional plans. (for Enterprise clients only)
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.
