Profiles Professional
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“The colorful, easy-to-read reports clarify the client's current financial position while gently leading them to the recommended course of action.” Peggy Fisher, Practitioner LPL Financial FINRA/SPIC “The reports within Professional help motivate my clients to take action. As a financial planner, motivating clients to change their behavior is our sole purpose.” Russ Charvonia, The Renaissance Group, LLC |
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Sample client reports
Profiles Professional offers more than 400 report pages, which can be used to tailor presentations to clients’ needs.
Profiles Professional - Express Mode
Profiles Professional - Comprehensive Mode
Profiles Professional - Detailed Cash Flow Mode
Profiles Professional - Advanced Estate Report
Profiles Professional - Business Profile
Annotated plans
Helpful tips and explanations that point to specific graphs and calculations on each page make annotated sample reports a great handout for prospective clients.
Professional Annotated Sample Reports v9.0
