EISI Launches New Version of NaviPlan Select
Redesigned Presentation Module and enhanced estate planning features to increase client engagement opportunities and advisor efficiency
Winnipeg, MB, Canada – Emerging Information Systems Inc. (EISI®), developer of NaviPlan® and Profiles™ needs analysis and financial planning software, today announced the newest version of NaviPlan Select is now available. Among other exciting enhancements, this release includes a re-designed Presentation Module, enhanced estate planning features, and support for Real Estate Investment Trusts (REITs).
“This release delivers compelling new functionality to advisors, improving their ability to service clients,” said Keith Washington, General Manager EISI (USA) and Senior Vice President, Product Management. “We strive to meet – and exceed – advisor expectations with each release. This version of NaviPlan Select increases client engagement and advisor efficiency in the planning and needs analysis process. We are very excited to be able to bring this version to market. “
Re-designed Presentation Module an effective tool to increase client engagement
One of the product enhancements in EISI’s latest offering for NaviPlan Select is a redesigned Presentation Module. An interactive, easy-to-use, and highly visual planning and sales tool, Presentation Module now boasts a modern, fresh look that enables advisors and prospects to interactively engage in the planning process.
“Because of its interactive nature, Presentation Module really helps advisors connect with clients and prospects,” said Denis Martineau, Senior Vice President, Business Development. “Its new look – modern and clean – is only going to strengthen that relationship as it instills confidence in advisors’ clients. And that’s what Presentation Module is doing: it’s a relationship builder, and it’s helping advisors make the sales.”
Highlights of new features and enhancements in NaviPlan Select v12.1.2.0
- Enhanced estate planning: A number of updated features to both the Basic and Advanced estate planning modules such as GRITs, QDOTs, TCLATs, and TCLUTs.
- Ibbotson® asset class updates: The addition of Real Estate Investment Trusts (REITs) brings asset classes up from 12 to 13.
- New features: 72(t) distributions, Coverdell accounts, Inherited IRAs, and more.
- Enhanced Scenario Manager: Additional override capability for Real Estate, Business Entities, Stock Options, Pensions, and insurance policies.
- Social Security enhancements: More Social Security methods available and smooth user interface.
Learn more about NaviPlan Select v12.1.2.0 by visiting www.eisi.com/naviplan.
About EISI
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of needs analysis and financial planning tools in North America. Over 20 years of experience, industry-leading software, incomparable service, and unrivaled scale make EISI the technology partner of choice for more than 250,000 financial professionals. EISI solutions can help you get more clients, keep more clients, and sell more products and services. Learn more at www.eisi.com.
Amber Ostermann
Marketing Manager
Emerging Information Systems Inc. (EISI)
888.692.3474 ext. 3122
amber.ostermann@eisi.com
www.eisi.com
EISI®, NaviPlan®, and Profiles™ are trademarks of EISI. All rights reserved. Ibbotson Associates®, Inc. is a registered investment advisor and wholly owned subsidiary of Morningstar®, Inc.