Principal renews Financial Profiles licence

"Financial Profiles supports our needs-based process," said Will Heidbreder, assistant director of Advanced Solutions for the Principal Financial Group. "Our advisors use Profiles+ Professional's comprehensive offering to develop personalized strategies for our individual and business clients to help them achieve their goals."

The relationship between the Principal Financial Group and Financial Profiles began more than a decade ago, and, today, the global institution uses Profiles+ Professional as its primary strategic technology tool for its enterprise-wide financial planning services.

Profiles+ Professional enhances a financial service firm's relationship-based selling practices for investors of any net worth. The application simplifies the planning process for advisors and their clients by providing clear, concise fact finding and client report pages. Profiles+ Professional's intuitive, user-friendly design makes the solution immediately productive for any advisor, regardless of their level of experience.

"Our solutions set the standard for empowering financial service firms and their advisors to compete on their level of service, not just the price of their products," said Jim McClafferty, CEO of Financial Profiles. "In doing so, we add direct value to enterprises by facilitating profitable customer advocacy selling practices for clients across the entire wealth spectrum. It's been our mission for more than three decades."