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Financial Profiles Helps Advisors Deal With Small Business, Estate Planning Issues
Tom Stahl, an advisor with LPL Financial Services since 1987, serves more than 200 small business owners in the Denver area on either a fee or commission basis. An eight-year user of Financial Profiles' solution, Stahl finds the benefits of Profiles+ Professional to be in its ability to gather and...
Tags: Commission, Advisor, Small Business, Financial Profiles Inc., Sales Force Management, Investment, Sales, Finance
Case studies

Additional Resources

Investorworm.com Financial Toolbar (exe)
The Investorworm financial toolbar puts financial search, stock quotes, charts, SEC filings, stock news, and financial audio commentary at your fingertips. It installs in Microsoft Internet Explorer in seconds and includes a free popup blocker! It provides you with instant access to the finest charts and stock tools on the...
Tags: Financial, Stock, Investorworm Financial Toolbar, Investment, Financial Accounting, Finance
Software downloads 2004-12-27
Default XP Profiles
I am familiar with the copy to function for setting up default profiles for new windows users logging into our network. I have a lab with identical machines and I wanted to know if there is a problem with copying the created user and default user profiles from the Documents...
Tags: PRODUCTIVITY, careyb@...
Discussion threads 2007-08-17
Script to Delete local roaming profiles
HiI have a windows 2003 server with xp workstations. We use Roaming profiles that copy themselves to the local machine. I want to reconfigure the way profiles work in AD and create a new default user. In order for this to work i need to wipe all local profiles on...
Tags: Harvey@...
Discussion threads 2007-02-07
Roaming Profiles - Issues
I am working at a firm using SBS03, and they are adament about using Roaming Profiles. The problem is they are getting a lot of sync issues, especialyl cause some users have ITUnes and other apps installed. I want roaming profiles, only to mimic Desktop, my docs and Outlook.is this...
Tags: aparikh@..., Roaming Profiles
Discussion threads 2007-11-01
ICS Free Financial Toolbar (exe)
The ICS Free Financial Toolbar puts financial search, stock quotes, charts, SEC filings, stock news, and financial audio commentary at your fingertips! It installs in Microsoft Internet Explorer in seconds and includes a free popup blocker, Google and Yahoo Search engines. You'll have instant access to the finest charts and...
Tags: Financial, Stock, Ice Cold Stocks, ICS Free Financial Toolbar, Investment, Financial Accounting, Finance
Software downloads 2008-05-09
Upgrading Profiles
I am going from local profiles in a workgroup to domain profiles on a W2003 server. What is the best way to accoplish this task? I only have 15 machines to worry about. Local desktops run W2k and XP. Thanks.
Tags: tomhinin@...
Discussion threads 2007-06-01
Mandatory Roaming User Profiles in Windwos 2003 for Win XP users
Sir i discussed this with you and you answer me, but this does'nt work. My server name is SPSERVER, Profile folder is PROFILES. I wrote Profile path\SPSERVERPROFILESis this correct or wrong. please give me step by step configuration. user name is STUDENT.ProfilesPath should be "\spserverprofiles%username%" assuming you have the...
Tags: kamalnanglu@..., Mandatory Roaming User Profiles, Microsoft Windows XP, networking, User Profiles
Discussion threads 2007-01-10
Roaming profiles
How do you configure roaming profiles to only contains user's home directory and desktop. In a situation where the profile is actually taking the registry of the computer it first logged into. God even knows what else it is sucking up and network performance is god awful, any...
Tags: amurrell2@...
Discussion threads 2007-09-20
Tutorial: Working with Roaming Profiles
Roaming user profiles allow users to log on to any workstation within a domain and be greeted with their personalized combination of settings and applications, no matter which machine they’re using. User profiles in Windows NT 4.0 and Windows 2000 function in basically the same way—they both support local, roaming,...
Tags: Microsoft Windows, profileS, Roaming Profiles
Blog posts 2006-07-03
Roaming Profiles issue in 2003 server
My company had to move the profiles for all user accounts to another system. For the interm duration the roaming profiles have been returned to local. However the Application Data folder for some but not all users seems to return to the previous prof
Tags: hardware, profileS, Ravenhawk, server
Discussion threads 2006-01-11
Bluetooth Profiles
The profile found in Bluetooth will describe how the technology is used. Profiles can be best described as vertical slices through the protocol stack. It will define options in each protocol that are mandatory for the profile. The profile will also define the parameter ranges for each protocol. The concept...
Tags: Profile, Bluetooth, Wi-Fi, Wireless
White papers
Local Profiles
Is there a way that I could have my systems here automatically delete the local profiles. I'm open to all suggestions except changing them to roaming profiles.Thank YouDo you run a domain or have a server?It can be specified through default domain policy in win2k or 2k3This question was...
Tags: jthibodeau
Q&A 2004-10-01
Local Profiles / Windows XP
I am trying to find a script that I can customize to remove local profiles on a Windows XP machine.I need the script to pull computer names from a text or external file.I also need the script to delete all profiles except for a few specific ones, which it could...
Tags: cdstech69@..., Microsoft Windows, Microsoft Windows XP
Discussion threads 2007-11-01
Issues with Roaming Profiles and Folder Redirect
Ok, I have about 6 users right now who have roaming profiles including myself. For some reason over the last couple of days our permissions to shared folders have changed and we are now denied access to some of them. Each of us is listed in groups with...
Tags: Advertising & Promotion, asmith@...
Discussion threads 2007-06-12
Vista and Hardware Profiles
Hi,it looks like the released version of Windows Vista does not support the hardware profiles anymore. With XP it was really easy to copy and configure additional hardware profiles and associate one to a specific Service and/or hardware interface.
Tags: hardware profiles, vista, windows, marc@..., hardware, hardware profile, Microsoft Windows Vista
Discussion threads 2006-12-12
Microsoft Windows XP: An Overview of Policies and Profiles
This session will help you understand how to manage user profiles in Windows XP. Topics will include local, roaming, and mandatory profiles and using Group Policy to control user capabilities and rights.
Tags: Profile, Microsoft Corp., Microsoft Windows, Microsoft Windows XP, Operating Systems, Software
Webcasts
Roaming Profiles
I have Roaming Profiles set up, mapping user's AD Profile to a specific share, but also have GP for the local domain set for folder redirection, the problem i'm running into is when i log in with my profile All the users profiles show in my start menu.
Tags: software, windows, jaystants@..., Roaming Profiles, GTI_TechOps_Jay
Discussion threads 2007-01-01
Roaming profiles create two profiles when user logs in.
I have a windows 2000 terminal server that uses roaming profiles. On this particular server it is creating two user folders for every user everytime they login. One: %Username% and the other %username%.domain1 and it just keeps incrementing the domain. I am using roaming profiles which work fine on other...
Tags: Terminal services, scjunk@..., server, user profile
Discussion threads 2007-11-14
Automatic Outlook profiles
I need to be able to have Outlook profiles to be saved on the Exchange 2003 server so you don't have to go through the Outlook Profile Wizard every time a user gets a new PC. Is there any way of setting up some kind of Automatic Outlook profile...
Tags: Automatic Outlook profile, e-mail, kim@..., Microsoft Outlook, Outlook Profiles, profileS, server
Q&A 2006-03-02
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