News
In the news
2004
November 1, 2004
Rising to the top
“NaviPlan has quietly risen to become the most widely used financial planning software product in North America ”, says CFP David Drucker in the October issue of NAPFA Advisor.
September 15, 2004
Taking on the middle market
Emerging Information Systems Inc. (EISI) pioneers an affordable 'corporate solution' for middle market financial planning firms.
September 15, 2004
NaviPlan improves efficiency of retirement planning
Significant changes made this year to both NaviPlan Standard and NaviPlan Extended have resulted in a flexible, easy-to-use planning platform for addressing individual goals and complex scenarios.
August 1, 2004
Today's clear leader in financial planning software is NaviPlan
Published in the latest issue of Investment Advisor magazine, Andrew Gluck's article "Software Showdown" examines the latest releases of the three most widely used financial planning software products: NaviPlan, Financial Profiles, and Money Tree.
August 1, 2004
EISI continues its growth streak thanks to an ambitious workforce
The leading supplier of financial planning software in North America, EISI is one of Manitoba's most attractive employers.
July 21, 2004
Welcome ProFile FP users
During your transition from ProFile FP to NaviPlan financial planning software, EISI is pleased to present you with information to help you select the software program that meets your financial planning needs.
July 14, 2004
Deloitte & Touche names EISI a finalist for the 2004 Deloitte Canadian Technology Fast 50
With a recorded 70 per cent growth last year, Emerging Information Systems Inc. (EISI) has been named a finalist on Deloitte's prestigious Technology Fast 50 award; the final rankings will come out at the end of September.
July 1, 2004
NaviPlan Extended among the "top-notch" estate planning software products reviewed by The CPA Technology Advisor
In a comprehensive review of the complex estate planning software product category, The CPA Technology Advisor June/July issue aims to provide "a good starting point and orientation for selecting a package" that meets the planning needs of accountants, attorneys, and financial planners.
July 1, 2004
Most major financial companies in North America are using EISI's NaviPlan software
With its corporate headquarters in Winnipeg, Canada's third-largest financial centre and home to a number of financial powerhouses, EISI has become the leading software developer for most major companies in North America.
June 6, 2004
EISI named one of Canada’s Fastest-Growing Companies
Making the Next 100 list, Emerging Information Systems Inc. is distinguished as one of Canada's aggressive entrepreneurial leaders in innovation and exports, according to the 16th annual PROFIT 100 ranking of Canada ’s Fastest-Growing Companies by PROFIT: Your Guide to Business Success.
June 1, 2004
NaviPlan has become the benchmark standard in financial planning
The expanded scope and simplicity of NaviPlan version 9.0a makes the software essential for the accounting firm that is dedicated to both financial planning and estate planning.
March 30, 2004
Consultants choose NaviPlan over any other financial planning software
Empowering consultants with the information they need to make informed purchasing decisions, Research Magazine's "Tools for the Trade" article notes that NaviPlan is the first choice in financial planning software among advisors.
March 10, 2004
Using the right tool for the job
EISI's NaviPlan financial planning software provides Registered Investment Advisors and Broker-Dealers with a solid foundation for delivering tailored advice without compromising the integrity of their analysis with compliance issues.
March 1, 2004
Going Web-based: NaviPlan is winning advisors over with a powerful, integrated technology platform
Now that the best-of-breed developers of technology for the financial services industry have proven the strength and capabilities of their products, the time is now to get all the tools advisors are using working together in a single format.
January 16
Ambitious plans for NaviPlan in 2004: Financial Advisor Magazine reports on the significant enhancements
The latest review of financial planning technology to hit the presses examines the significant product enhancements planned for EISI's forthcoming NaviPlan Standard and NaviPlan Extended upgrades.
2003
December 1, 2003
EISI ranks among software giants IBM and Microsoft
EISI is among the software giants that make up the 2003 Software 500 ranking by Softwaremag.com.
October 22, 2003
NaviPlan among most popular choices in quest for "perfect" financial planning software
In a quest for the "perfect" financial planning software, Canada's Forum magazine features a review of the three most popular applications to help advisors determine which one is the most flexible, comprehensive, and intuitive.
September 22, 2003
NaviPlan gets a big boost from Pershing, reports Financial Planning Interactive
EISI's deal with New Jersey-based Pershing LLC to integrate NaviPlan with Pershing's NetExchange Pro account-management and trading platform is helping EISI become the dominant financial planning software provider in the mid-sized U.S. market.
September 22, 2003
Multimillion-dollar deal earns EISI front page attention: Winnipeg Free Press, Business section
EISI's deal with New Jersey-based Pershing LLC to integrate NaviPlan with Pershing's NetExchange Pro account-management and trading platform is helping EISI become the dominant financial planning software provider in the mid-sized U.S. market.
September 19, 2003
On Wall Street reports: NaviPlan is helping brokers improve the way they deliver client presentations
The September issue of On Wall Street reports that EISI is among the top software companies competing to provide the strongest Web-based enterprise platform with the most powerful client reports and presentation tools.
September 18, 2003
NaviPlan part of groundbreaking Web integration, reports Financial Advisor magazine
StatementOne, Morningstar, and NaviPlan are launching a Web-based platform that will eliminate a significant amount of data entry for their clients.
July 4, 2003
EISI - NaviPlan: "the unassailable leader," according to Financial Advisor magazine
EISI's NaviPlan financial planning software is the hot topic featured in the cover story of Financial Advisor magazine's July 2003 issue.
June 13, 2003
Morningstar.com: NaviPlan Extended Receives Rave Reviews for Functionality and Flexibility
Since it first appeared on the U.S. financial-planning scene in early 1999, EISI has consistently upgraded and improved its products, winning converts along the way. NaviPlan will likely be the best-selling professional financial-planning software package by the end of this year.
April 01, 2003
Investment Executive: Rolling out software in hard times pays off for EISI
In the face of a bear market and global economic uncertainty, a Winnipeg software company is quietly and quickly expanding as it helps reshape the North American brokerage and financial planning industry from the inside out.
2002
October 31, 2002
Celent Communications Ranks NaviPlan #1
In a review of 12 leading financial planning and advice software vendors, Celent Communications gives top honors to EISI/NaviPlan in the mass affluent and high net worth market segments.
