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Financial Profiles, Inc. |
| Financial Profiles, Inc. News (2003-2004) |
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| Monday, September 17, 2007 |
| CARLSBAD--- Patriot Scientific Names Clifford Flowers as Chief Financial Officer Posted 5:00 PM PST |
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| Wednesday, May 9, 2007 |
| SAN DIEGO--- BakBone Software Announces Transition of Doug Lindroth to Board of Directors Posted 6:58 AM PST |
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| Friday, December 1, 2006 |
| SAN DIEGO--- Veteran San Diego Tech PR, Marketing Director launches Stalwart Communications Posted 9:13 AM PST |
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| Thursday, August 31, 2006 |
| SAN DIEGO--- EISI Acquires Financial Profiles Posted 3:54 PM PST |
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| Monday, July 17, 2006 |
| First Niagara Bank Signs Multi-Year License Agreement with Financial Profiles; Company to Deploy Profiles+(TM) Professional with Asset Allocation to its Wealth Management Group Posted 7:34 AM PST |
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| Wednesday, May 31, 2006 |
| CPA Technology Advisor Gives Highest Ranking to Financial Profiles' Estate Planning Modules; Five-Star Rating Awarded for Solution's Ease of Use, Presentation Materials, User Help Functions Posted 6:30 AM PST |
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| Monday, April 24, 2006 |
| Pacific Select Group Signs Multi-Year License Agreement with Financial Profiles; Financial Service Firm to Incorporate Web-Based Planning System in Its AdvisorConnect(SM) Technology Platform Posted 7:44 AM PST |
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| Monday, April 17, 2006 |
| CUSO Financial Services, LP, Financial Profiles, Inc., Launch Integrated, Web-Based Financial Planning Tool for Reps Posted 8:37 AM PST |
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| Monday, April 10, 2006 |
| Johnson Bank Signs Multi-Year License Agreement with Financial Profiles; Company to Deploy Web-Based Planning System to Its Trust, Private Banking Group Posted 7:46 AM PST |
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| Tuesday, March 28, 2006 |
| Financial Profiles Launches Universal Desktop Application Platform for Its Planning, Needs-Analysis Tools; Solution Offers Firms and Advisors the Benefits of Both Web and Desktop Technology in a Single Tool Posted 8:03 AM PST |
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| Monday, March 20, 2006 |
| Financial Profiles Donates Software to University of Missouri at St. Louis for Financial Planning Course; Agreement Marks Second College to Participate in Company's Education Support Program Posted 6:58 AM PST |
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| Wednesday, January 11, 2006 |
| Financial Profiles Named Among Top Software Vendors in CPA Wealth Provider's Financial Planning Awards for Its Web-Based System Posted 1:46 PM PST |
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| Tuesday, November 1, 2005 |
| John Hancock Financial Network Signs Multi-Year Renewal Agreement with Financial Profiles; Company to Leverage Industry Standard Planning Tools across Its Entire U.S. Advisor Force Posted 9:17 AM PST |
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| Monday, October 24, 2005 |
| Financial Profiles to Donate Software to Financial Planning Association Members Affected by Hurricanes Katrina, Rita; Offer Valued at More Than $1.2 Million Posted 5:22 PM PST |
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| Monday, October 10, 2005 |
| Financial Profiles Announces SunTrust to Deploy Advanced Estate Solution to Advisors Posted 10:15 AM PST |
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| Monday, October 3, 2005 |
| Financial Profiles launches Insurance Insight; Aids advisors in explaining opportunities and risks to clients Posted 2:59 PM PST |
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| Wednesday, August 17, 2005 |
| Oshkosh, WI--- Software Donated by Financial Profiles Gives UW Oshkosh Students a Competitive Edge Posted 5:48 PM PST |
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| Tuesday, August 9, 2005 |
| The Principal Financial Group Signs Multi-Year Renewal Contract to Deploy Financial Profiles' Solutions to Its Advisors Posted 11:05 AM PST |
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| Monday, January 10, 2005 |
| Financial Profiles Named Among Top Software Vendors in CPA Wealth Provider's Financial Planning Awards for Second Consecutive Year Posted 9:38 AM PST |
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| Tuesday, January 4, 2005 |
| CARLSBAD--- Financial Profiles hires Papanek as Vice President of Engineering Posted 9:56 AM PST |
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| Monday, December 20, 2004 |
| Banks Choose Financial Profiles to Support Service Initiatives Posted 8:46 AM PST |
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| Monday, April 19, 2004 |
| Financial Profiles Launches Enhanced Estate Planning Tools In Profiles+ Professional V7.2 Release Posted 8:37 AM PST |
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| Monday, April 5, 2004 |
| Survey Shows Advisors Close More Sales Using Financial Profiles' Financial Planning Software; Clear Planning and Reporting Tools Prompt Clients to Make More Referrals Posted 11:05 AM PST |
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| Monday, January 5, 2004 |
| Financial Profiles Named among Top Software Vendors in CPA Wealth Provider's First Annual Financial Planning Awards Posted 8:14 AM PST |
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| Tuesday, September 23, 2003 |
| Financial Profiles Releases Profiles+™ Professional 7.0 Posted 4:42 PM PST |
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| Wednesday, March 12, 2003 |
| Financial Profiles and LiveOffice Partner to Provide Financial Services Industry with Expanded Product Offering Posted 8:32 AM PST |
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| Tuesday, February 25, 2003 |
| Financial Profiles and Axonom to Deliver Integrated Wealth Management CRM and Financial Planning Solution for Microsoft(R) Business Solutions CRM Platform Posted 8:01 AM PST |
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| Tuesday, January 21, 2003 |
| Financial Profiles and Forefield Announce Partnership to Fully Integrate FMA Advisor -TM- Content Into Profiles+ -TM- Financial Analysis Software Posted 2:55 PM PST |
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