News
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.
"Several software companies are competing to take the lead in this area, including Canadian-based EISI" writes Allen Plummer. Called "Improving Client Presentations", the article describes the reporting capabilities of the three strongest financial planning applications. Ibbotson Associates and Net Asset Management are also mentioned.
More than 90,000 financial professionals use On Wall Street-the industry's best-read magazine-to learn how to attract and retain clients.
Read the full article at:
http://www.onwallstreet.com/detail.cfm?page=/pubs/ows/20030901016.html
