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Welcome ProFile FP users

At EISI, we understand that selecting a financial planning software application is a strategic business decision. During your transition from ProFile FP to NaviPlan financial planning software, we are pleased to present you with information to help you select the software program that meets your financial planning needs.

As part of the agreement with Intuit Greenpoint, ProFile FP users can license NaviPlan Standard and / or NaviPlan Extended at no charge (free license expires December 31, 2004). Please visit the links below to view product details.

Product information - view product descriptions, sample client reports, and cost & licensing information on NaviPlan Standard and NaviPlan Extended. As well, you can download free trial versions of the software.

Training and support - learn about the acclaimed NaviPlan training and support resources that are available for NaviPlan Standard and NaviPlan Extended.

If there’s anything we can do to help you determine which application is best for your financial planning needs, please contact us at

Telephone: (888) 692-3474 option 2
Email: sales@eisi.com