What is Financial Profiler?

Works with GoldMine Standard, Corporate, and Premium.

Designed by Investment Advisors, Practice Management Consultants, & Mutual Fund Dealer Companies, Financial Profiler® is a data repository for your Business Practice. It tracks and reports all key client data and is the starting point for your "Client Relationship & Practice Management" requirements. Combining practice management principles with contact management, Financial Profiler®

• Consolidates reporting & information management
• Automates a number of client communication tasks
• Is highly customizable & flexible in how you use it
• Integrates information from external sources

Please visit out dedicated website for Financial Profiler at http://www.financialprofiler.com for more information.

If you would like a representative to contact you about Financial Profiler, please give us a call at 519-584-2447 or fill out the form on our Contact Us page.