Winnipeg’s Zywave (formerly EISI), developer of NaviPlan® and Profiles™ needs analysis and financial planning software, has announced the newest versions of Profiles Forecaster and Profiles Professional are now available.
Among other exciting enhancements, this release includes a new Progress Reporting feature for Profiles Professional; a new integration with TD Ameritrade’s Web-based advisor platform, Veo®; a re-designed Presentation Module for Profiles Professional; and multiple advisor-driven enhancements for each application.
“Our current advisor users were a valuable guide in shaping this release. We’ve delivered the functionality to help them serve their clients, and gain and retain prospects that drive growth for their practices,” said Keith Washington, Senior Vice President, Product Management. “At the core of this Profiles release, advisors will see solutions that will improve efficiency and will help to forge stronger connections with their clients.”
Profiles Professional helps automate each step of the financial planning process. Building on the previously released Case Review capability, v10.5 includes a new Progress Report feature to help advisors monitor their financial planning recommendations, as well as their clients’ progress toward goals. The process of tracking a client’s progress is now easier and more efficient.
Presentation Module, an interactive, easy-to-use, and highly visual planning and sales tool available with Profiles Professional, now boasts a modern, fresh look that enables advisors and prospects/clients to interactively engage in the planning process.
“We are committed to delivering unrivaled value to our financial planning clients so they can, in turn, accelerate growth in their businesses and see tangible results,” said Jim Emling, President and Chief Operating Officer at Zywave. “Achieving success in today’s market involves creating meaningful connections with clients. As the market leader, we have a responsibility to provide the tools and solutions that help advisors cultivate those relationships and ultimately drive revenue.”
A new integration with TD Ameritrade’s Web-based advisor platform to seamlessly pass client and account information to Profiles software will increase advisor efficiency and productivity by eliminating duplicated effort and data entry errors.
Improved retirement planning: Profiles Forecaster v5.5 now supports the ability for advisors to define up to three distinct retirement phases for their clients. This enhancement gives greater flexibility within the retirement analysis, as it lets advisors illustrate to clients how their needs may change during retirement.
Enhanced long-term care planning: Profiles Professional v10.5 includes improved modeling that offers additional flexibility in defining a client’s long-term care need.
Advisor-driven enhancements: Based on input from current Profiles users, Zywave has made specific advisor-generated enhancements in both Profiles applications aimed at promoting user satisfaction and delivering strong performance.