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
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