About EISI

Milestones

Founded in 1990, Emerging Information Systems Inc. (EISI) is a pioneer in developing productive software solutions for financial advisors and enterprises.

The following timeline indicates how EISI has earned its leadership position in financial planning technology.

2007

EISI releases first major Profiles upgrade since the acquisition. Profiles Professional version 8.0 has a brand new look, important new Retirement Distribution Planning functionality, and a host of new features to enhance productivity. Profiles Forecaster version 3.0 receives an overhaul, and offers improved ease-of-use for data entry and report creation.
NaviPlan Standard version 11.0 is a groundbreaking release that capitalizes on a usability study commissioned by EISI that analyzed how advisors are using the software. Built on EISI’s next-generation architecture, NaviPlan Standard v11.0 features a number of usability enhancements to give users faster results.

2006

EISI, through its wholly-owned subsidiary, Emerging Information Systems (USA), Inc., acquires all the stock of Financial Profiles, Inc. and, assumes full control of Financial Profiles' operations and underlying technology, including the Profiles+™ product line, the Matrix integration/consolidation framework, and the Wealth Insight platform. EISI, as the parent company, now fully supports both the NaviPlan and Profiles+ product lines, and has operations in Winnipeg, Manitoba and Carlsbad, California.

2005

Research and development efforts focus on retirement distribution strategies to help advisors meet the financial planning needs of aging Baby Boomers. NaviPlan Standard (USA) version 10 receives rave reviews and establishes a framework for innovative and easy-to-use retirement distribution planning tools.
NaviPlan breaks away from historical references as complex planning software by introducing easy-to-use features in NaviPlan Standard (USA): innovative concepts, such as the Financial Assessment and a multi-level approach, dramatically increase usability and simplify planning.
New training and technical support programs provide enhanced services for NaviPlan users. New training courses are available in multiple learning formats. Technical support services are enhanced through NaviPlan User Services, a 24/7 self-service program.
EISI launches NaviPlan Central: a hosted service (Application Service Provider) that delivers NaviPlan software, a centralized database, important business resources, and compliance tools.

2004

Substantial product reinvestment enables EISI to lay the groundwork for an ASP solution, which is to be launched in Q1-2005, and make significant changes to the interface of its existing applications.
EISI launches browser-based versions of its software, called NaviPlan Offline, which have a new, easy-to-use interface that provides advisors with promotable planning levels.
EISI's staff count hits 240.

2003

EISI relocates corporate headquarters to a new, state-of-the-art office space (still in Winnipeg) to accommodate the company's steady growth.
Dr. Mark Evans is awarded the Ernst & Young Entrepreneur of the Year Award in the Information Technology category.
NaviPlan is highly publicized, and earns front-page coverage for its impact on the financial planning world in Financial Advisor magazine (July 2003).
Revenue increases more than 70% over the year prior.
More than 70,000 licensed users and over 40 major financial institutions are using NaviPlan
EISI’s staff count hits 220.

2002

EISI is the first financial planning software developer to deploy Browser-based planning with the ability to disconnect from the Internet/enterprise network and work offline (for financial planning in remote locations).
Revenue increases more than 50% over the year prior.
The staff exceeds 140.
The number of licensed users reaches 40,000.

2000

EISI becomes the first financial planning software developer to offer the industry a fully integrated, Browser-based enterprise financial planning solution.

1999

The number of employees increases to 40, and the number of licensed NaviPlan users jumps to 9,500.
Still situated in Winnipeg, Manitoba, Canada, EISI’s corporate headquarters moves to a larger location to accommodate growth.

1998

EISI rolls out the first large-scale deployments of NaviPlan to major corporate clients in the U.S.
The NaviPlan calculation engine is esteemed for its strength, and NaviPlan achieves differentiation among the competing financial planning software products on the market.

1996

TIMS evolves into NaviPlan Extended, which is launched along with NaviPlan Standard.
The new NaviPlan product line delivers a complete financial planning solution to the financial services industry.

1995

EISI’s first product, financial planning software marketed by the name TIMS, is deployed in the Canadian marketplace.
Corporate clients are signed, and a solid user base of 1,000 users is established.
Product credibility is achieved.

1990

Dr. Mark Evans founds EISI, and establishes the technical infrastructure for the financial planning software soon to be known as NaviPlan.




About EISI About EISI Milestones The Executive team Clients Testimonials Careers Contact us		About EISI Milestones Founded in 1990, Emerging Information Systems Inc. (EISI) is a pioneer in developing productive software solutions for financial advisors and enterprises. The following timeline indicates how EISI has earned its leadership position in financial planning technology. 2007 EISI releases first major Profiles upgrade since the acquisition. Profiles Professional version 8.0 has a brand new look, important new Retirement Distribution Planning functionality, and a host of new features to enhance productivity. Profiles Forecaster version 3.0 receives an overhaul, and offers improved ease-of-use for data entry and report creation. NaviPlan Standard version 11.0 is a groundbreaking release that capitalizes on a usability study commissioned by EISI that analyzed how advisors are using the software. Built on EISI’s next-generation architecture, NaviPlan Standard v11.0 features a number of usability enhancements to give users faster results. 2006 EISI, through its wholly-owned subsidiary, Emerging Information Systems (USA), Inc., acquires all the stock of Financial Profiles, Inc. and, assumes full control of Financial Profiles' operations and underlying technology, including the Profiles+™ product line, the Matrix integration/consolidation framework, and the Wealth Insight platform. EISI, as the parent company, now fully supports both the NaviPlan and Profiles+ product lines, and has operations in Winnipeg, Manitoba and Carlsbad, California. 2005 Research and development efforts focus on retirement distribution strategies to help advisors meet the financial planning needs of aging Baby Boomers. NaviPlan Standard (USA) version 10 receives rave reviews and establishes a framework for innovative and easy-to-use retirement distribution planning tools. NaviPlan breaks away from historical references as complex planning software by introducing easy-to-use features in NaviPlan Standard (USA): innovative concepts, such as the Financial Assessment and a multi-level approach, dramatically increase usability and simplify planning. New training and technical support programs provide enhanced services for NaviPlan users. New training courses are available in multiple learning formats. Technical support services are enhanced through NaviPlan User Services, a 24/7 self-service program. EISI launches NaviPlan Central: a hosted service (Application Service Provider) that delivers NaviPlan software, a centralized database, important business resources, and compliance tools. 2004 Substantial product reinvestment enables EISI to lay the groundwork for an ASP solution, which is to be launched in Q1-2005, and make significant changes to the interface of its existing applications. EISI launches browser-based versions of its software, called NaviPlan Offline, which have a new, easy-to-use interface that provides advisors with promotable planning levels. EISI's staff count hits 240. 2003 EISI relocates corporate headquarters to a new, state-of-the-art office space (still in Winnipeg) to accommodate the company's steady growth. Dr. Mark Evans is awarded the Ernst & Young Entrepreneur of the Year Award in the Information Technology category. NaviPlan is highly publicized, and earns front-page coverage for its impact on the financial planning world in Financial Advisor magazine (July 2003). Revenue increases more than 70% over the year prior. More than 70,000 licensed users and over 40 major financial institutions are using NaviPlan EISI’s staff count hits 220. 2002 EISI is the first financial planning software developer to deploy Browser-based planning with the ability to disconnect from the Internet/enterprise network and work offline (for financial planning in remote locations). Revenue increases more than 50% over the year prior. The staff exceeds 140. The number of licensed users reaches 40,000. 2000 EISI becomes the first financial planning software developer to offer the industry a fully integrated, Browser-based enterprise financial planning solution. 1999 The number of employees increases to 40, and the number of licensed NaviPlan users jumps to 9,500. Still situated in Winnipeg, Manitoba, Canada, EISI’s corporate headquarters moves to a larger location to accommodate growth. 1998 EISI rolls out the first large-scale deployments of NaviPlan to major corporate clients in the U.S. The NaviPlan calculation engine is esteemed for its strength, and NaviPlan achieves differentiation among the competing financial planning software products on the market. 1996 TIMS evolves into NaviPlan Extended, which is launched along with NaviPlan Standard. The new NaviPlan product line delivers a complete financial planning solution to the financial services industry. 1995 EISI’s first product, financial planning software marketed by the name TIMS, is deployed in the Canadian marketplace. Corporate clients are signed, and a solid user base of 1,000 users is established. Product credibility is achieved. 1990 Dr. Mark Evans founds EISI, and establishes the technical infrastructure for the financial planning software soon to be known as NaviPlan.

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