News
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.
In the article titled Bold Ambition: Can NaviPlan conquer the financial planning world?, author Joel P. Bruckenstein writes: "NaviPlan's sudden ascension to the No. 1 spot represents a milestone in the annals of financial planning: It will be the first time that a true financial planning program with comprehensive financial planning capabilities is the leading software provider to financial advisors and their clients."
Bruckenstein articulates how NaviPlan's highly scalable, customizable, integrated Web-based platform combines with a powerful calculation engine to provide a complete software package that enables the different programs companies are using to talk to each other. "By creating a platform with more layers than its rivals, EISI has... positioned itself to act as a gatekeeper to advisors' desktops," he writes.
Read the full article at http://www.financialadvisormagazine.com/articles/july_2003_bold.html, and find out what Financial Advisor reports about
- NaviPlan meeting the needs of firms with one employee to major corporations with 100,000 employees
- EISI becoming "the unassailable leader in the field"
- NaviPlan's flexible, Web-based architecture, and its multiple customization options
- The direction EISI management is leading the company and the development of NaviPlan
- EISI's upcoming ASP solution for NaviPlan Online (whereby EISI hosts the software; advisors pay a monthly fee to access the software, store their data), which will provide a standardized, affordable solution for smaller firm
