Profiles Forecaster Training & Support
Data Gathering Tools
Our line of Fact Finders makes it easy for you to gather all your client data during an interview. “Soft” questions are mixed in to establish rapport and build trust with your client. Furthermore, the fields on the Fact Finders match the input screens in the software, making data entry a snap.
Profiles Forecaster Fact Finder – for use with v5.0 or higher
Create survivor, education, college, disability, long-term care, and asset allocation analyses for your clients using this eight-page fact finder.
Download the Fact Finder.
Download the Fact Finder.
Profiles Forecaster Asset Allocation Questionnaire
Measure an individual's ability (time horizon) and willingness (risk tolerance) to accept uncertainties in their investment performance with the answers to these eight questions.
Download the Asset Allocation Questionnaire.
Download the Asset Allocation Questionnaire.
Pre-Meeting Questionnaire
Set the stage for insightful and productive discussions. This new, eight-page questionnaire guides clients through the initial information-gathering stage so that when you're ready to meet, they have the most relevant financial information at their fingertips. Send this form to clients prior to meetings.
Download the Pre-Meeting Questionnaire.
Download the Pre-Meeting Questionnaire.
