In the news
2007
December 11, 2007
Fidelity’s revolutionary WealthCentral platform a conglomerate of best-of-breed technology
To provide a centralized, integrated, platform from which to deliver customer relationship management, financial planning, and back-office services to its independent RIA's; Fidelity has engaged in a $50 million dollar project that will bring the best-of-the-best together in a single platform.
December 4, 2007
Financial Planning Software Survey: EISI is the most popular planning software company
The first annual software survey by Financial Planning magazine reveals that EISI's financial planning programs are the most widely-used tools. In this survey, 22% of respondents name Profiles as their software of choice and 15% use NaviPlan. The article states: EISI's total of 37.2% makes it your most popular planning software company.
November 15, 2007
Financial Planning key to differentiation in the banking business
Banks are struggling to differentiate themselves in what has become a relatively homologous industry, writes David Port in the article "Have it Your Way" for Bank Advisor magazine. However, they are learning to compete more effectively by implementing financial planning tools that accommodate the delivery of unique services.
November 13, 2007
Can't go wrong with NaviPlan Standard version 11.0
"Version 11 is like a breath of fresh air. It has a clean, intuitive feel to it, and it is much more responsive. New menus, a new layout, and new features trump any minor failings. NaviPlan Standard 11 is a winner!" writes Joel Bruckenstein for FinancialAdvisorMagazine.com.
November 1, 2007
Financial planning software to handle a phased retirement
Retirement is a continuum; a sequence of experiences that represent different needs. Writes Mike Werling in the article "Planning software for the Boomer Future", Boomer Market Advisor magazine, the wants and needs of a person at age 65 are quite different from that of an 80-year-old.
September 7, 2007
NaviPlan Standard v11.0 is a better, faster planning tool
The latest version of NaviPlan Standard, version 11.0, is built on EISI's next-generation architecture to give advisors faster results. The goal with this release was to design an application around the computer usage patterns of advisors, so EISI commissioned a usability study to do just that.
July 1, 2007
More economical, faster to deploy, continually updated: Top tech companies offer their take on hosted solutions
For the middle market financial planning firm that can't afford either the upfront costs associated with deploying an internally-hosted financial planning platform or the IT staff required to maintain one, companies such as EISI have created third-party hosted solutions.
July 1, 2007
EISI’s first major Profiles release is not to be underestimated
Since EISI’s acquisition of Profiles last August, the more than 50,000 users of Profiles software have been wondering what would become of their planning tool. Would it become obsolete in NaviPlan’s shadow or a NaviPlan clone, or would EISI’s proven expertise in the industry result in a stronger application?
June 4, 2007
Profiles & NaviPlan serve niche retirement planning market
It's no coincidence that financial planning technology developers like EISI are beefing up the retirement planning capabilities in their software. Dave McClure's software review Retirement Planning Rapidly Emerging as a Software Specialty describes how the best technology on the market today is facilitating four distinct areas of practice: goal-based planning, retirement planning, estate planning, and asset allocation.
May 24, 2007
5 Stars for NaviPlan Extended: EISI's most powerful system
You strive to make assumptions that will help your clients accumulate, preserve, and distribute their assets while minimizing taxes so that they can enjoy their wealth. However, estate and gift tax planning is a daunting task that requires a sophisticated understanding of state and federal tax laws, and the legal procedures for reducing taxes.
May 9, 2007
Fidelity unveils new system for RIAs using EISI technology
Fidelity Investments and EISI have created an online advisor platform that delivers planning tools, integrates with Advisor CHANNEL (Fidelity’s brokerage platform), and enables advisors to accomplish multiple data management tasks in a single screen.
March 19, 2007
EISI’s software runs the gamut of financial planning and needs analysis tools
Whether you're looking for a high-end planning tool to manage millions of dollars in assets, or a simple tool to do annual tax preparation, EISI has an affordable solution to meet your business needs. Ted Needleman's webcpa.com article Affordable Planning Software Can Speed Your Practice Niche highlights the top software packages on the market today in terms of affordability. Among the software listed are NaviPlan Standard and Profiles Forecaster.
2006
December 22, 2006
EISI’s NaviPlan and Profiles among the Top 100
WebCPA’s annual review of the top 100 financial planning technology tools includes a look at both the NaviPlan and Profiles product lines.
December 7, 2006
EISI focused on getting its software to do what the user wants
EISI, developer of NaviPlan and Profiles, is getting set to launch new versions of both product lines in the New Year. The Investment Advisor article Plug 'N Play takes a closer look at both applications and the direction in which EISI is guiding them.
October 1, 2006
EISI in the big leagues
EISI’s acquisition of its largest competitor has catapulted the company to the top of the financial planning technology world on a global scale, according to an Investment Executive article titled EISI’s Acquisition Puts it in Big Leagues.
September 29, 2006
NaviPlan tells it like it is
A Winnipeg-based firm is the driving force behind the financial planning software used by many of the largest financial planning companies in North America and more than 120,000 advisors.
September 7, 2006
EISI acquisition of Financial Profiles makes headline news across the industry
Picked up by business and financial publications throughout North America is news that EISI, developer of NaviPlan financial planning software, has rocked the financial planning market with its purchase of one of its leading competitors.
August 1, 2006
NaviPlan version 10.1 a "significant upgrade"
Significant enhancements to NaviPlan version 10.1 are delivering quick methods of treating, proposing, and comparing multiple retirement scenarios.In his FinancialPlanning.com software review called An Explosion of Enhancements, Joel Bruckenstein describes NaviPlan version 10.1 as being "a significant upgrade".
July 11, 2006
NaviPlan heeds advisors’ calls for help with retirement distribution planning
Retirement Planning: Keying Into Income Needs by Melanie Waddell, a feature in the July 2006 issue of InvestmentAdvisor.com, describes how two of the top financial planning software providers are tuning into advisors needs to help them model What-if scenarios and capitalize on the retirement distribution trend.
June 30, 2006
NaviPlan simplifies retirement and estate planning
Dave McClure's latest software review for WebCPA.com, called Evolution, Not Revolution, In Estate/Retirement Planning, describes how NaviPlan is removing some of the complicated aspects of retirement and estate planning.
June 27, 2006
NaviPlan represents a lot of technical research and expertise
Achieving an overall rating of 4.5 stars of a possible five in The CPA Technology Advisor's June/July 2006 Review of Estate Planning Systems, NaviPlan Extended receives top marks for its robust calculations, client-friendly presentation tools, and for the outstanding customer service, training, and support that comes with a license.
June 1, 2006
NaviPlan helps advisors accomplish more in less time
Improving advisor efficiency is what financial planning software is designed to do. In the June 2006 issue of NAPFA Advisor, Dr. Linda Strachan, VP Product Marketing, EISI, explains which process improvements are key.
May 31, 2006
Celent Report Gives Top Marks to EISI
Celent's May 2006 report, Ranking the Vendors of Wealth Management Technology 2006: Financial Planning states: "Within the 'breadth of functionality' category, EISI receives the highest score." Factors assessed in this category include features (per vendor comparisons), ease of use, and flexibility of the system.
April 19, 2006
NaviPlan is among the top technology partners to help advisors be more efficient and offer more services
Although financial planning technology is still the most complained-about aspect of running a financial services practice, industry-leading NaviPlan software has made great strides to simplify the most redundant tasks (i.e. data entry) and help advisors efficiently deliver new and existing services.
April 12, 2006
NaviPlan at the forefront of Edward Jones’ big technology project for 2006
NaviPlan technology is being integrated with Edward Jones’ portfolio-management system to provide the investment dealer with a holistic wealth-management solution. The Investment Executive article “Integration Key to Software Solutions” by Jim Middlemiss quotes head of Canadian operations at Edward Jones in Mississauga, Ont. Gary Reamey: “We want the ability to have a fully integrated plan.”
April 4, 2006
NaviPlan is the software that most clearly reflects and analyzes your clients needs
The financial services industry is heating up—Baby Boomers are planning for retirement, and the latest financial planning applications are increasing the capabilities of advisors as they meet the emerging needs of this mass market head-on.
April 1, 2006
Advisor-recommended NaviPlan is one of the featured applications in an Advisor.ca Special Report
In an overall effort to help Canadian financial services firms get the most out of their technology investments, Advisor.ca has issued a Special Report that identifies how using the right technology can make business more efficient, key considerations for choosing financial planning software, and reviews some of the most popular applications on the market today.
March 1, 2006
EISI / NaviPlan on top of the retirement planning evolution
The progression of Baby Boomers towards retirement is calling for a paradigm shift in financial planning that requires planners to acquire new skills, and the developers of their analytical tools to revise the technology.
January 6, 2006
NaviPlan 10.0 gives advisors an effective means of presenting risk and income options to clients
NaviPlan is the tool for advisors who need a quick system to assess progress toward retirement, education, and major purchase goals, and for the upper 20 percent of professionals and practices that need more extensive tools to focus on wealth management rather than creation of simple plans.
January 6, 2006
NaviPlan among the high-end financial planning software to top WebCPA’s list for 2006
“NaviPlan simplifies the planning process,” reports WebCPA in its 2006 Top 100 Products listing. “Its fully integrated design with easy-to-use analysis levels lets advisors select the planning features that will most efficiently address each client case.”
January 1, 2006
Industry leader, NaviPlan, has been revamped and simplified
Including all the bells and whistles a sophisticated advisor may want but with new features that vastly improve its usability; NaviPlan Extended is being touted as the most improved software package of ‘the big four’ reviewed in Andrew Gluck’s THE GLUCK REPORT: Financial Planning’s Future at InvestmentAdvisor.com.