Profiles™ is the trusted tool of thousands of advisors to provide flexible analysis that justifies financial recommendations. For decades, Profiles has helped advisors recommend insurance products, annuities, investment strategies, and so much more.

Goal-based financial planning software

Profiles is built for flexible analysis and quick assessments that will fit into your workflow. Profiles™ makes it simple for you to show your clients their potential financial future through holistic financial analysis, FINRA-compliant reporting, and high data security.

Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

Profiles is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that Profiles has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.


We have partnered with other industry leaders to help you streamline workflows and increase productivity.

Integrations with leading technology providers transfer your client data securely, in real time – saving you time and reducing the margin for error. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.

Strategic partners  |  Integrations