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.
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.
Lead generation & goal discovery
Recommendation & presentation
Implementation & monitoring
Fill your pipeline with high quality leads using the Profiles LEADS™ interactive online retirement assessment that does the prospecting for you.
Leverage the flexibility of Profiles in business planning, life insurance, long-term care insurance, disability insurance, asset allocation, estate planning, Monte Carlo analysis, and retirement income strategies.
The intuitive Profiles Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals.
The vast FINRA-compliant report library in Profiles allows you to illustrate your recommendations and build trust with your clients.
Your client data is your most important asset — accept nothing less than the best protection for it.
Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems ("ISMS"). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:
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.