Industry-leading software.
Incomparable service.
Unrivaled scale.

Alliances

EISI Alliance Program

Overview

EISI seeks partnerships with those companies who offer financial planning technology and services that compliment NaviPlan and Profiles financial planning software for the purpose of creating more comprehensive solutions.

EISI typically partners with the following types of companies.

• Developers of complimentary software that can be integrated with NaviPlan and/or Profiles
• Service providers that specialize in the delivery of non-technical services to financial planning and wealth management software developers
• Service providers that specialize in the technical integration of financial planning and wealth management software

Opportunity

The EISI Alliance Program is an opportunity for companies who share in EISI's vision to deliver the best financial planning tools available and accomplish the following.

• Develop value-added products / services
• Reach new markets
• Collaborate on strategies