Profiles Professional Profiles Professional is a mixture of needs assessment and financial planning.
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Profiles Professional is a mixture of needs assessment and financial planning. Addresses simple to comprehensive planning needs. Easy advisor input with pleasing client output. For advisors who manage mass affluent clients with detailed planning needs. Has integrated planning modules and levels, roth IRA conversion concept calculator, highly graphical reports, output is periodically submitted to FINRA for review and comment. Write a review about this program

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