Top 3 reasons to buy
US product
We asked customers who recently purchased Profiles Professional, 'Why did you buy?'
The top 3 reasons are:
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Reports |
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Easy to use |
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Superior product |
Here's what advisors are saying about Profiles Professional:
I had used it years ago and never found anything my clients liked better or as well so I went back to what worked.
I bought Profiles Professional because I believe that it offers an easy-to-use platform that is supported by up to date information and statistics. The output is easy for clients to follow and understand, which is key to implementation. The addition of Monte Carlo simulations adds a degree of confidence to the plans I present to clients.
The program is very user friendly even with regard to the way the printed fact finders are organized to flow chronologically with the input screens. Excellent method of promoting the prospect, from very basic planning or product sale, all the way to in-depth cash flow analysis and wealth distribution options that offer side-by-side tax-sensitive strategies. I am impressed with the ability to promote to a higher level of planning without losing the original plan or subsequent planning levels while on the way to the highest possibility for the client. This saves so much time and energy. The program is neutral with prospects and has a sound process for rational and emotional decision making and discovery. The business planning module and the optional advance estate planning module were the final value propositions that won me over. The training is excellent and I am looking forward to practicing with this new instrument.
I purchased your Professional software because I found it to be aesthetically pleasing, versatile, comprehensive, and relatively easy to use.
I have been a user of Profiles before and recognize it as the best in the industry.
Easy. I use Profiles (and have in many iterations in the past) so that I can stand out among my peers. Many professionals are just product pushers. I prefer to look at all facets of a customer's financial situation. With Profiles I can do that, simply and professionally. I especially like the pre-questionnaire.
This is a wonderful tool to help people plan for their financial future. It gives validation to their plans. It helps me write larger cases that stay on the books for a good long time because people know why they made the decisions that they did.
I selected Profiles Professional after reviewing several software options for the following reasons: Good combination of visual output for clients and analytical output for planner, risk management scenarios for premature death, Disability and Long Term Care, and ease of data input.
I have used Profiles at two previous companies and know the software fairly well. I am a fan of Profiles!
Clear graphical communication to clients. Easy to convey information points. More concise reporting for client readability....Logic of planning is much more my style than competitor products.
We have been using Profiles Professional for three years now and I find that it provides good core financial data in an easy to view format for my clients. This year we are adding Monte Carlo, Advanced Estate Planning and Ibbotson Security Analyzer and I'm excited to see what additional benefit these modules will add to our current plans.
Profiles Professional is the perfect balance between simplicity of use and customizable complexity.