Profiles Forecaster is a goals-based program that centers on five basic modules. The modules can be used independently or in combination for a broader analysis of a client's financial needs.
Profiles Forecaster
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November 21, 2010
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Software Overview
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Profiles Forecaster is a goals-based program that centers on five basic modules. The modules can be used independently or in combination for a broader analysis of a client's financial needs. Its interview-style design enables advisors to create dynamic, graphic-rich presentations in as little as 20 minutes.
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