#1 in North America
- Market share equal to our next three competitors combined*
- Over 20 years of successful deployments to firms of all sizes – from 1 to 15,000 users
- Solutions for insurance, banks, brokerage, and financial services
- In total, over 250,000 sales professionals use our software
*Aite Group Report "Evaluating Wealth Management Platforms", Sep 2010
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Increase sales and get more clients
- 34% of our users sell 3 or more products per analysis/plan*
- 40% of prospects who use the web self-service needs analysis tool request an advisor follow-up
- 45% of our users get at least 1 to 2 referrals from each analysis/plan*
*2010 EISI Customer Survey
Advisor software solutions
US products
Canadian productsProfiles Forecaster
- User-friendly goals-based application
- Helps close a product sale in a single meeting
- For clients who require a basic financial assessment, less than $500K AUM
Profiles Professional
- A mixture of needs assessment and financial planning
- Easy advisor input with pleasing client output
- For advisors who manage mass affluent clients with detailed planning needs, $100K AUM plus
NaviPlan Select
- A full range of financial planning capabilities in one program
- Powerful yet flexible application
- For clients with $500K AUM to ultra-high net worth
NaviPlan Select
- A full range of financial planning capabilities in one program
- Advanced features available including detailed bracketed tax rates
- Interactive tools for evaluating multiple scenarios
- For clients with $500K AUM plus, including retirees
NaviPlan Extended
- Detailed, holistic financial planning
- Comprehensive tax and cash flow planning
- Advanced estate planning
- In-depth reports appropriate for fee-based plans
- For high and ultra-high net worth clients
Enterprise software solutions
Our financial advice management solution enables banks, insurance firms, broker/dealers, and financial services organizations to fully leverage their technology investment. Increase revenue, decrease operational cost, expand your market, and make every interaction count.
EISI Overview
A quick guide to how our company, products, and services can help you grow your business.
