|
Financial Profiles Incorporated, established in 1969 and based in Carlsbad, California, provides clients with financial planning systems and services. The firm's desktop and hosted products allow insurers, banks, and other financial institutions to optimize customer service, streamline data and management processes, increase revenue, and reduce business risks. Financial Profiles systems include data integration, client assessment, needs analysis, and reporting features. The firm is known for its Profiles+ (TM) Forecaster needs analysis, Profiles+ Professional financial planning, and Insurance Insight insurance data analysis software. Profiles+ Forecaster streamlines the creation of basic client presentations. Profiles+ Professional includes extended analysis features. It supports retirement, estate, tax, and other planning processes. Financial Profiles' Enterprise Integration Service and Matrix capture and integrate data collected from a variety of enterprise systems. The company's software and services are employed by over 50,000 end users. Financial Profiles provides clients with systems implementation, training, technical support, and other services.
|