The Standard for Planning and Advice Solutions

Delivering industry leading software and services that enable financial advisors to deliver the best advice to their clients

"The input for Profiles Forecaster is logical and easy to follow. The output is simply stated and easy for a client to understand. I have never encountered a more simple-to-use software system"

- Tamera Phallan
AIG American General

Corporate Enterprise

Increase the productivity of your representatives with our financial planning software tools for those enterprises with a wide range of clients, including those of high net worth.

Independent Advisors

Build trust, increase revenue and close sales with our highly acclaimed modular needs analysis and applications for advisors.

What's New

EISI Acquires Financial Profiles
Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, today announced its acquisition of Financial Profiles, Inc., from The Hanover Insurance Group, Inc.
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View EISI Factsheet

30 Day Free Trial

Try Profiles free for 30 days. Visit the
30 Day free trial page.

Free Live Demos

See Profiles in action. Join us for a live demonstration. Visit the Free live demos page