This page contains an explanation of the basics for working in Profiles™ Professional.
How do I navigate in Profiles™ Professional?
After opening a case, use the Next button at the bottom of the screen to move through the data-entry process; use the Back button to retrace your steps. Clicking a category on the navigation bar will navigate to that screen.
How do I use menu commands?
Most Profiles™ Professional commands are accessible from the menu.
File Menu
| File | |
|---|---|
| Create New Client | Begins the process of creating a new client file. |
| Existing Clients | Displays a list of existing clients. |
| Grant/Revoke Client | Define advisor permissions for the active client file. |
| Open Sample Case | Open one of the provided sample cases. |
| Save Case | Save the current case. |
| Save As | Save the current case and define its name. |
| Send Case | Allows you to send the active case file via email. |
| Delete Case | Delete the current case. |
| Close Case | Close the current case; you will be prompted to save any changes. |
| External Data Sources | Opens a sub-menu which allows you to:
|
| Logout | Exit Profiles™ Professional. |
Edit Menu
| Edit | |
|---|---|
| Restore Default | Profiles™ Professional populates some fields for you, clicking this button will revert those fields to their default value. |
Input Menu
| Input | |
|---|---|
| Upgrade Case | Launches the Upgrade Client Case screen. |
| Slide Presentation | Launches the Presentation Module. |
| Reclassify All Holdings | This command scans the file for holdings that have been automatically classified and updates the asset class mix based on the latest returns-based asset allocation data provided by Morningstar. Note: You will need the Morningstar Classifier Database® to use this feature. Contact your Advicent Solutions, LP Relationship Manager for purchasing information. |
Output Menu
| Output | |
|---|---|
| Client Presentation | Launches the Client Presentation screen. |
| Regenerate Presentation | Re-creates the most recently generated presentation. |
Forms Menu
| Forms | |
|---|---|
| Printable Forms | Opens a list of printable forms for your clients. |
| Case Review | Launches the Initiate Case Review dialog box; use this feature to begin reviewing your clients' case. Note: This option is only available if you have created the case using the Case Review button on the Case Details form. |
Tools Menu
| Tools | |
|---|---|
| Validate All Data | Reviews the data entered for the case to for missing or invalid data. |
| Alerts | Launches the Alerts screen; use this feature to check for new leads. |
| Change Password | Allows you to change your password. |
Preferences Menu
| Preferences | |
|---|---|
| Personalization | Launches the Personalization category; this category includes a several sub-screens enabling you to make changes to a variety of features withing Profiles™ Professional. Note: Changes made here affect the entire application. |
| My Default Preferences | This button launches the Planning Preferences section with the default settings. Changes here can be either saved for the active case, or you can restore system preferences. |
Help Menu
| Help | |
|---|---|
| Help Contents and Search | Launches the Help dialog box; use this feature to search for additional information on any topic within Profiles™ Professional. |
| Release Overview | Launches the Release Overview document; this document explains the most recent changes made to Profiles™ Professional. |
| Learning Center | Launches the Profiles™ Professional Learning Cent |
| Send Case to Support | Sends the current case file to Advicent Solutions, LP Partner Support. Note: Before sending a case, please contact Advicent Solutions, LP Partner Support. Email: [email protected] Phone: (888)-692-3474 |
| Third Party Disclosure | Displays all relevant legal information for third-party providers related to Profiles™ Professional. |
How do I use the The Quick Actions menu takes some of the most commonly-used features in Profiles™ Professional and places them in one convenient location. The Quick Actions menu is always in the upper-right corner of the application and the options on the menu never change. Each of the options on the Quick Actions menu perform the same functions they do when accessed from other menus. To access the Quick Actions menu, simply hover your cursor over the Quick Actions button.
How do I use the View Current Results Feature?
Profiles™ Professional allows you to get a snapshot of your clients' progress towards their goals, their net worth information, as well as an overall summary of their situation while you plan without having to generate client reports.
To access this summary data, select the View Current Results option from the Quick Actions menu. You will be prompted with a series of tabs containing information about the plan in which you are currently working. The information represented here is current as of the data you have entered.
Use the View Current Results option to audit your clients' plan as you create it. The insights this feature provides can help you to better understand your clients' current situation and—therefore—make better recommendations in your client reports.
How do I save data?
Profiles™ Professional stores customer case files to a temporary database when moving from screen to screen within the application. This ensures that your case data is safe if your Profiles™ Professional closes unexpectedly. In the event of an unexpected exit, you will be prompted to log on again.
How do I exit Profiles™ Professional?
When you’re ready to exit Profiles™ Professional, go to the File menu, and then select Logout to end your current session. Perform one of the following actions:
For security purposes, your Profiles™ Professional session will expire if the application remains idle for 60 minutes. To ensure you do not lose any data you want to save, Profiles™ Professional will store your data to a temporary location.
Access Help
There is more than one way to access Help.
To open the Profiles™ Professional Help, go to the Help menu, and then select Help Contents and Search. You can then browse the Help contents or search for specific content.
Within the application you will notice the i-Help 
icons, which appear next to data fields and screen sections. Move the pointer over the icon to display descriptive information about
the relevant field.
From any input field in a case you can select Help from the Quick Actions menu to see field specific help. From there, you can select More Help to get to launch the Profiles™ Professional Help System.