Free Trial Version


The PROFIDA® Trial Edition is a free 30-day version to evaluate PROFIDA with no risk and obligation.

The trial version combines all PROFIDA® Editions - hence gives you an experience of all PROFIDA® features and functionalities available for any type and size of financial services firm and insurance company within the short-term and life industry.

Please complete this registration form to download your free evaluation copy of PROFIDA®:

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First Name:
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Company Name:
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System Requirements

  • Windows 2000, 2003, XP, Vista, Windows 7 / 8
  • Pentium IV or other compatible processor
  • 1 GB of RAM
  • 400 MB of Available Hard-Disc Space
  • MS Internet Explorer 8.0 or better
  • Adobe Acrobat Reader 10.0 or better

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If you rather prefer to

  • have a presentation arranged at your or our office OR
  • receive a free CD ROM containing the PROFIDA Trial Edition via mail

then please Contact Us.

Some of the highlights covered by the evaluation version are:

Short-Term Underwriter OR Administrator Financial Planner Funeral Administrator Composite Financial Services Firm Short-Term Broker
Management of client and broker details Client, lead and contact management Management of client and broker details

The Trial version will match the mix of your business portfolio.

For your specific requirements please contact us to arrange a tailored live presentation.

 Client, lead and contact management
Policy administration, endorsements and amendments Portfolio administration and download of unit trust prices Policy administration and amendments Capturing of policy details, endorsements and amendments
Money collection and financial accounting Astute integration Money collection and financial accounting ---
Commission administration Financial Needs Analysis Commission administration Optional: Commission tracking
Policy schedules Portfolio schedules Statement of benefits Policy schedules
Bordereaux, income and commission statements Setup of your own standard letters Bordereaux, income and commission statements
Record keeping and workflow management Record keeping, diary and task management Record keeping and workflow management Record keeping, diary and task management
Reminders for renewals and expiry dates of drivers licences Reminders for birth days, activites, and maturity Reminders for activites Reminders for renewals and expiry dates of drivers licences
Document Management Document Management Document Management Document Management Document Management
Online quotations