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The desktop format allows you to locally install and run Profiles Forecaster software. All client data and the application itself reside on your desktop or laptop computer, which means you have complete control over your client cases. No Internet connection required. Login from any computer with an Internet connection to access Profiles in a Web-based environment with the highest possible level of data security certification. Software is delivered on a hosted server (application service provider; ASP) with a centralized database. Automatically populate Profiles software with information from third-party data sources, such as Albridge and Redtail CRM.
- Interview-style user interface design
- Goal-based planning
- Quick case input and client presentation generation
- Highly graphical reports
- Output is periodically submitted to FINRA for review and comment
- Data can be promoted to Profiles Professional