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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.”
The April 2003 issue of Investment Executive, Canada's national newspaper for financial service industry professionals with a reach of more than 120,000 financial advisors, features an article that asserts EISI is helping to reshape the industry with its holistic approach to financial planning.
Rolling out software in hard times by Gavin Adamson articulates how EISI has managed successful expansion in the “face of a bear market and global economic uncertainty” to reach record sales in 2002, and double its staff in two years.
Quoted in the article is Matt Schott, a senior analyst at Massachusetts-based Tower Group, who says: “…EISI is very strong in Canada and recognized throughout the U.S. as a company you’d talk to if you were trying to decide on a financial planning software vendor."
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