What is the Financial Profile?

On Nexus, once you have created a client, you will be prompted to create a 'Financial Profile'. A Financial Profile is essentially a snapshot of your client's current financial situation. This would include their ideal retirement age, existing incomes, current portfolio accounts, as well as any annuities or insurance that they may already have. Once you have created a Financial Profile for a client, you can then proceed to create proposal plans based on your suggested strategy.