In the news
- 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”.
Announcements
- January 9, 2012
Zywave Launches New Versions of Profiles
Zywave (formerly EISI), developer of NaviPlan® and Profiles™ needs analysis and financial planning software, has announced the newest versions of Profiles Forecaster and Profiles Professional are now available. Among other exciting enhancements, this release includes a new Progress Reporting feature for Profiles Professional; a new integration with TD Ameritrade's Web-based advisor platform, Veo®; a re–designed Presentation Module for Profiles Professional; and multiple advisor–driven enhancements for each application. - November 10, 2011
Zywave Completes Acquisition of EISI
Zywave today announced that it has completed the acquisition of EISI, a needs-assessment and financial planning software provider based in Winnipeg, Canada. - October 31, 2011
EISI launches new version of NaviPlan Select
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). - October 24, 2011
EISI announces that its shareholders have agreed to sell EISI to Zywave, Inc.
Emerging Information Systems Inc. (EISI), a leading provider of needs analysis and financial planning software tools, today announced that its shareholders have reached a definitive agreement to sell EISI to Zywave, Inc. The transaction is expected to close in the next 30 days. - June 28, 2011
EISI Newest Affinity Provider in FPA Member Advantage Program
Emerging Information Systems Inc. (EISI®), developer of NaviPlan® and ProfilesTM needs analysis and financial planning software, together with the Financial Planning Association® (FPA®), today announced they are the newest affinity provider in the FPA Member Advantage Program. - January 12, 2011
EISI Launches New Lead Generation Tool for Profiles
Emerging Information Systems Inc. (EISI), developer of NaviPlan® and ProfilesTM financial planning software, today announced the launch of a new Retirement Consumer Facing Application (CFA) for Profiles Professional. The Retirement CFA enables prospects to perform a simple self-directed retirement assessment on an advisor's unique, personalized lead generation website.