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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Profile is the industry’s leading estate planning platform. The ecosystem empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients.’s in-house trust and estate attorneys have designed and maintained the platform to deliver the legal rigor and quality that is expected from top firms, all easily accessed by both advisor and client in a collaborative digital ecosystem. is optimized for, and available in, all 50 U.S. states and D.C.