Release Notes
The following training material is created by Advicent for the retail version of Profiles Forecaster. Some features viewed or discussed may not appear, or may appear differently in your version.
Review the detailed Release Notes below to learn more about the recent updates to Profiles Forecaster™.
Topics Covered:
Updated model portfolios, asset classes and statistical data help you create even more precise client plans.
Topics Covered:
Updated tax information, asset classifiers and database calculations help you create the most relevant and precise client plans.
Topics Covered:
Collect, exchange and maintain client data more efficiently wiht new interactive PDF forms, Morningstar Asset Classifier data and Learning Center updates.
Topics Covered:
This release of Profiles™ features new text reports that are tailored for your client. Easy to integrate into each financial plan, the reports give detailed explanations on a wide range of topics.
Topics Covered:
This update features changes to assumptions and values within Profiles™, including college cost information and social security updates, as well as miscellaneous updates to sample cases and printable forms.