In the news - 2011
- July 28, 2011
EISI determined to maintain towering market share with simpler NaviPlan
NaviPlan Select aims for balance between simplicity in user-friendly interface, and complexity in its breadth of coverage to maintain EISI's "towering market share in the face of worthy competitors in the financial-planning world." - January 13, 2011
Profiles Professional users get new add-on lead-generation tool from EISI
InvestmentNews' Davis Janowski received a preview demonstration of EISI's new lead-generation tool, Retirement Consumer Facing Application (CFA), and describes it as "an interesting tool," and "one sure to be emulated." - January 12, 2011
New financial planning tools provide interactivity, and hopefully more comfort to invest
With 2011 here, so are the challenges advisors face enticing clients into investing. As Lauren Barack explains in Registeredrep.com, “thankfully there are updates to financial planning software that offer some back to basics tools designed to help advisors illustrate portfolios more simply, allow investors to assist in their own planning, and even compare their goals against peers”. Hopes are with the new tools, it will give clients “more control, and, as a result, a bit more comfort” Barack writes. - January 12, 2011
Retirement CFA provides advisors the ability to attract prospects and generate qualified leads
Joel Bruckenstein reviews EISI’s new Retirement Customer Facing Application (CFA) available for Web-based Profiles Professional users in fa-mag.com. Bruckenstein describes CFA to be a “customized, consumer friendly retirement calculator available to prospects”.