[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

CARLSBAD, Calif. --(Business Wire)-- May 31, 2006 -- Financial Profiles Inc., the standard for planning and advice solutions, today announced that CPA Technology Advisor magazine gave the Estate Planning modules in the company's flagship Profiles+(TM) Professional application its highest ranking.

The editors' five-star rating was awarded for several reasons, including: the planning tool's ease of use, the huge library of high-quality presentation materials available within the application, and the robust user help functions.

The article stated, "Profiles+ Professional is a cutting-edge product for the financial planning sales community. For the dedicated sales-driven financial planning firm, this package is attractive and comprehensive. The high-quality report presentations are the backbone of everything this program does."

CPA Technology Advisor reviewed seven third-party software applications on six estate planning criteria: comprehensiveness, reliability/ease of use; calculations; customization, flexibility/features; client presentation tools; company history, support/help; and relative value. In addition to noting the ease of use, presentation materials and user help functions, the article highlighted Financial Profiles' ability to deploy its Professional product and associated estate planning modules in desktop, Web or mixed environments. The editors also pointed out that the browser-based edition provides zero-administration and anywhere/anytime access.

"Delivering the industry standard for planning and advice solutions means empowering CPAs and their firms to solve client issues," said Jim McClafferty, president and CEO of Financial Profiles. "We greatly appreciate CPA Technology Advisor's continued acknowledgement of our efforts to enhance the collaboration and interaction between financial institutions and their customers for increased customer satisfaction, productivity and sales."

The entire review is available online at http://www.cpatechnologyadvisor.com/article/article.jsp?id=1161.

About Profiles+(TM) Professional's Estate Planning Modules

Profiles+ Professional gives financial service providers the ability to calculate multifaceted estate modeling scenarios. The analysis and concepts are also presented in a format for customers to easily understand and take action. The customized scenario reports illustrate difficult estate-planning concepts in an easy-to-understand fashion by using feature rich, graphical illustrations and summary auditing data, which help advisors engage their customers and easily present recommendations. The annual license of the solution comes with a training CD, training catalog and schedule, client data fact finders, sales presentation materials and a user guide for detailed instructions on using the program.

About Financial Profiles, Inc.

Financial Profiles offers the financial services industry comprehensive financial advice software, consulting, training and support services. The company began in 1969 and today works with many nationally recognized financial services organizations. For more information about Financial Profiles' products and services, visit the company's Web site at www.profiles.com.

(C) 2006 Financial Profiles Inc. All rights reserved. Profiles+ is a trademark of Financial Profiles Inc. All other trademarks are the property of their respective owners.

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