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.

In the 60-page report, Ranking the Vendors of Wealth Management Technology 2002: Financial Planning & Advice, Celent Communications analyzes and ranks the solutions of vendors based on eight criteria: core planning functionality, market segment reach, proven solution, usability, administrative capabilities, client communication capabilities, advisor productivity functions, and portfolio monitoring. Rankings were determined using a combination of factors, including questionnaires, interviews and actual demonstrations of the products, and client references.

Categorized by Celent as a “front-office workstation vendor,” EISI’s NaviPlan is recognized for providing advisors with a robust front-office financial planning workstation, and is the #1 tool across the high net worth market segment.

The table of contents as well as an abstract of the report is available at http://www.celent.com/PressReleases/20021015/WMVFinancialPlanAdvice.htm.