Provide your clients a goal-based plan within minutes of the first meeting. This easy-to-use software will add credibility to your recommendations and establish a repeatable process. 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.

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Planning capabilities

Profiles is built for flexible analysis and quick assessments that will fit into your workflow.

With its modular approach, it offers employee stock options, estate and business planning, asset allocation using expanded Morningstar asset classifications and portfolio reallocation/rebalancing, a scenario manager to evaluate clients’ options by comparing multiple alternatives side-by-side, and Monte Carlo simulations.

Profiles goal-based planning software

Flexible reporting and dynamic presentations

Profiles offers collaborative data entry through interactive slide presentations, a lead generation presentation tool, and education and major purchase assessments to show clients their financial situation and how they can benefit from your service.

Data security and compliance

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:

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  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy
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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

I had a client come to show me how the projections for his growth in net worth I gave him eight years before came within $200 of the actual amount. The program was worth its weight in gold that day.

- Profiles user

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our tools in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success from implementation and beyond.

We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

For more information, visit our training page.