John Hancock Financial Network, a subsidiary of John Hancock Life Insurance Co., Boston, Mass., has signed a three-year renewal agreement with Financial Profiles, a Carlsbad, Calif., provider of financial advice software, consulting, training and support services, to use its industry standards planning software.

The tools, Profiles+ Professional and Profiles+ Forecaster, will be used by the firm's entire U.S. advisor force.

Profiles+ Professional is a cash flow-based planning tool and Profiles+ Forecaster is a goals-based, needs analysis solution. Both empower relationship-oriented selling initiatives by simplifying the planning process for both advisors and their clients. The applications provide clear, concise fact finding and report pages while their intuitive, user-friendly designs make them immediately productive for any advisor, regardless of their level of experience.

Source: Business Wire

Register or login for access to this item and much more

All Digital Insurance content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access