News
NaviPlan awarded 'top software product of the year' by MorningstarAdvisor.com
The 2003 technology awards recognize
products capable of having a positive impact on
the practice of financial planning
In his annual review of the best technology available to financial advisors, Joel P. Bruckenstein, CFP, says: "Developers of financial-planning software face some tough competition, and in this crowded field, EISI's NaviPlan continues to distinguish itself.
"EISI has just done an outstanding job of taking an already good product and continuing to make it better."
Bruckenstein notes the strength of EISI's multi-platform development approach, customized enterprise solutions, responsiveness to changes in the industry with timely upgrades, and outstanding customer service and support; all of which combine to make NaviPlan the clear leader.
"NaviPlan service and support remains among the best in the industry. Software is updated in a timely fashion; service representatives are responsive," says Bruckenstein.
Registered MorningstarAdvisor.com users can read the article in full at: http://advisor.morningstar.com/advisor/doc/article/
0,8832,3391,00.html?track=dbarticles.
(Login name and password required.)
