News
EISI at the top of its game
Honoring financial planning software vendors
for taking the lead in innovation, efficiency,
initiative, and growth; CPA Wealth Provider presents an Award of Excellence to EISI.
"EISI is uniquely positioned to capitalize on the wealth management technology needs of firms with from one to 100,000 employees," notes CPA Wealth Provider. "NaviPlan has a customizable scalable design that enables it to be configured to run on any operating platform, and can freely exchange data with back-end systems."
More than 50 nominations were received by the chief editors of industry publications Accounting Today, CPA Wealth Provider, Practical Accountant, and WebCPA.
EISI was selected for continuing to support and grow its customer base of 70,000 NaviPlan users and the top financial institutions in North America.
More than 80 percent of EISI's staff is devoted to the research and development of the technical and functional capabilities of NaviPlan, and to enhancing the software's user interface.
