EISI to Launch Consumer Facing Application For Profiles

Written by Joel P. Bruckenstein , Financial Advisor Magazine Friday, 07 January 2011

EISI will release its Retirement Consumer Facing Application (CFA) for Profiles Professional to individual financial advisors and smaller financial organizations on January 18.

The application, which was previously available only to EISI’s large institutional clients, allows advisors who license the web version of Profiles Professional to make a customized, consumer friendly retirement calculator available to prospects. Once the prospect completes the calculator and receives an overview of their situation, the CFA allows consumers to request further planning help and information from a live advisor.