Profiles Forecaster Training & Support
Sample Reports
See examples of the reports you can present to your clients
Profiles Forecaster offers an extensive library of report pages that can be used to tailor presentations to clients’ needs.
Financial Needs Analysis with Asset Allocation
Annotated sample report
Annotations in this report offer tips to help you effectively present plans to clients. Specific graphs and calculations are highlighted to help you provide clients with sales-focused explanations of the report.
