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- Financial Profiles to Donate Software to Financial Planning Association Members Affected by Hurricanes Katrina, Rita; Offer Valued at More Than $1.2 Million
- CARLSBAD, Calif., & DENVER -- Financial Profiles Inc., the standard for planning and advice solutions, in partnership with the Financial Planning AssociationR (FPAR), today announced that it will donate one-year licenses of its software to FPA members affected by Hurricanes Katrina and Rita. The total value of this offer...
- Research articles 2005-10-24
- Thrivent Financial for Lutherans Selects Financial Profiles Planning Solutions for Field Personnel
- Business Editors/High-Tech Writers
- Research articles 2004-05-24
Additional Resources
- First Financial Planners Chooses Financial Profiles, Inc.'s Solutions
- Business Editors SAN DIEGO--BUSINESS WIRE--Oct. 29, 2001 Profiles+ Professional to be the preferred choice for its advisors Financial Profiles, Inc., an international provider of financial planning software, advisor Web sites, training and support, announced today that First Financial Planners, one the nation's largest independent financial planning firms...
- Research articles 2001-10-29
- Inflow Helps Financial Profiles Inc. Provide High Availability Solutions to Customer Base; Company's High Performance and Scalability Criteria Met with Inflow
- SAN DIEGO -- Inflow-San Diego, the quality provider of outsourced technology services, announced today that Carlsbad-based Financial Profiles, Inc., a premier provider of financial advice solutions, has selected Inflow as its provider of outsourced IT services. The contract is centered on providing high availability solutions and expertise to support Financial...
- Research articles 2004-11-15
- Ibbotson Teams With Financial Profiles, Inc. To Provide Asset Allocation Software
- Business Editors SAN DIEGO--BUSINESS WIRE--June 11, 2001 New software to combine Ibbotson Associates' asset allocation engine with Financial Profiles' Profiles+TM financial planning software Financial Profiles, Inc., a national provider of financial planning software, advisor Web sites and training and support, announced its strategic partnership with...
- Research articles 2001-06-11
- Software uses animation to 'disturb.' (Financial Profiles Inc.'s software library for insurance agents)
- Financial Profiles Inc has introduced a new software library to support insurance agents' point-of-sale systems called "Picture This." Picture This was developed for life insurance salespeople and financial planners but can be used for other finFinancial Profiles Inc has introduced a new software library to support insurance agents' point-of-sale systems...
- Research articles 1993-09-06
- Financial Profiles, Inc.
- Ron Smith, Director of Business Analysis, Financial Profiles, Inc. As baby boomers get ready to retire, many will not have defined benefit plans to provide income, and their 401k plans are worth far less than in years past. Some retirees are ...
- Research articles 2003-05-01
- Financial Profiles Inc. Purchases Vernon Publishing From Dearborn Publishing; Industry Leaders in Financial and Insurance Software and Training Systems Join Forces
- CARLSBAD, Calif.--BUSINESS WIRE--Aug. 19, 1997--Financial Profiles Inc. (www.profiles.com), one of the oldest and most established firms in the needs analysis software industry, has purchased Vernon Publishing and all of its products from its parent company, Dearborn Publishing Group Inc.
- Research articles 1997-08-19
- Financial Profiles Expert to Be Featured in Free SANS Institute Webcast Wednesday; Topic Titled 'What Works in Intrusion Prevention Systems: Guarding Sensitive Data with Financial Profiles Inc.'
- CARLSBAD, Calif. -- Financial Profiles Inc., the standard for planning and advice solutions, today announced Joel Holland, director of hosted product operations, will be featured in a free Webcast this Wednesday on the benefits of an effective security tool.
- Research articles 2006-02-06
- Financial Profiles enhances estate-planning tools.(Product Watch)
- Financial Profiles Inc. in Carlsbad, Calif., has released Profiles+ Professional Version 7.5 with advanced estate-planning features. The product helps advisers to solve their clients' complex financial problems while also offering sophisticate Financial Profiles Inc. in Carlsbad, Calif., has released...
- Research articles 2005-03-14
- Overseas Union Bank Selects Financial Profiles' Financial Planning Software
- Business Editors SAN DIEGO & NEW YORK--BUSINESS WIRE--Aug. 27, 2001 Financial Profiles, Inc. Breaks Ground in Asian Bank Financial Profiles, Inc., a national provider of financial planning software, advisor Web sites, training and support, announced today that Overseas Union Bank OUB has chosen its comprehensive, needs...
- Research articles 2001-08-27
- Financial Profiles tool adds feature.
- * Financial Profiles Inc. in San Diego, in conjunction with Chicago's Ibbotson Associates, has released a new version of Profiles+. The upgraded product incorporates asset allocation components from Ibbotson's Portfolio Strategist investment * Financial Profiles Inc. in...
- Research articles 2001-06-18
- Financial Profiles Launches Profiles OnDemand Web Platform for Advisors; System Provides ASP Versions of Profiles+™ Forecaster, Profiles+™ Professional Solutions for Enhanced Security, Convenience
- CARLSBAD, Calif. -- Financial Profiles, Inc., the standard for planning and advice solutions, today announced the release of Profiles OnDemand, a Web platform that provides ASP versions of the company's Profiles+TM Forecaster and Profiles+TM Professional flagship applications.
- Research articles 2006-01-11
- Company Profile for Financial Profiles, Inc
- Financial Profiles offers the financial services industry comprehensive financial planning and advice technology solutions as well as consulting, training and support services. The company began in 1969 and today works with many nationally recognized financial services organizations. For more information about Financial Profiles' products and services, visit the company's Web...
- Research articles 2005-11-04
- John Hancock Financial Network Signs Multi-Year Renewal Agreement with Financial Profiles; Company to Leverage Industry Standard Planning Tools across Its Entire U.S. Advisor Force
- CARLSBAD, Calif. -- Financial Profiles, Inc., the standard for planning and advice solutions, today announced that John Hancock Financial Network signed a three-year renewal agreement to leverage its industry standard planning applications, Profiles+TM Professional and Profiles+TM Forecaster, to the firm's entire U.S. advisor force.
- Research articles 2005-11-01
- EISI Acquires Financial Profiles; NaviPlan® and Profiles+™ Product Lines to Be Offered Through One Corporate Group
- WINNIPEG, Manitoba -- 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. (NYSE:THG).
- Research articles 2006-08-31
- Financial Profiles offers hybrid planning platform.(Product Watch)
- Financial Profiles Inc. in Carlsbad, Calif., has launched the Universal Desktop Application platform for its planning and needs-analysis tools. The UDA is a hybrid platform that delivers the capabilities of both the stand-alone desktop and we Financial Profiles...
- Research articles 2006-05-15
- First Niagara Bank Signs Multi-Year License Agreement with Financial Profiles; Company to Deploy Profiles+™ Professional with Asset Allocation to its Wealth Management Group
- CARLSBAD, Calif. -- Financial Profiles Inc., the standard for planning and advice solutions, announced today that First Niagara Bank has signed a multi-year license agreement to deploy its comprehensive Profiles+TM Professional solution with Asset Allocation to the firm's wealth management group.
- Research articles 2006-07-17
- Pacific Select Group Signs Multi-Year License Agreement with Financial Profiles; Financial Service Firm to Incorporate Web-Based Planning System in Its AdvisorConnect Technology Platform
- CARLSBAD, Calif. -- Financial Profiles, Inc., the standard for planning and advice solutions, announced today that Pacific Select Group has signed a multi-year licensing agreement to incorporate its Profiles+TM Professional solution within their AdvisorConnectSM platform for their broker/dealer network.
- Research articles 2006-04-24
- Financial Profiles Version 3.0
- Financial Profiles Version 3.0, Financial Profiles, Inc., 5964 La Place Court, Suite 100, Carlsbad, CA 92008, $1,495 with 12 months maintenance included.
- Research articles 1990-02-01
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