Profiles Forecaster Training & Support
What’s new in v5.5
Highlights
Profiles Forecaster version v5.5 incorporates:
- Improved Retirement Planning: Profiles Forecaster now supports the ability for you to define up to three distinct retirement phases for your clients. This enhancement gives greater flexibility within the retirement analysis, as it lets you illustrate to clients how their needs may change during retirement.
- Survivor need improvements: Option to define the need based on a specific dollar amount and additional control over the "begin at age" for Social Security benefits.
- New Veo® integration option: A new integration with TD Ameritrade's Web-based advisor platform.
- Enhanced user experience on the web: Major architectectural changes for a refreshed user interface and significant performance improvements.
- New and revised training videos: Including New in Profiles Forecaster v5.5, Survivor Needs, Retirement, and more.
- Advisor-driven enhancements: We value your feedback and have made enhancements to provide you with the best financial planning tools.
Decriptions of all of the new features and enhancements in v5.5 are available in the
Profiles Forecaster Release Overview
Check the system requirements before updating.
