Flexibility, scalability, and performance—EISI's new generation of online products are invaluable

The latest software review in Accounting Technology describes EISI as being the exception to the rule where software enhancements are concerned, and calls NaviPlan an invaluable planning tool.

Says Dave McClure, author of Software Review: Financial Planning Segments: "With more than 70,000 users, NaviPlan ranks among the largest software companies in the world and a leader in financial planning software. Its new generation of online products and effective market segmentation make it an invaluable planning tool that provides exceptional flexibility, scalability, and performance."

In 2004, EISI: completely revamped its web site in order to facilitate due diligence research and provide users with quick access to all user training and support resources; collaborated with Ibbotson Associates to provide users with a new Ibbotson asset allocation option; and, among numerous other product updates and new planning features, implemented a new, easy-to-use web browser interface with the release of NaviPlan Standard Offline and NaviPlan Extended Offline.

"EISI is the exception to the rule that financial planning software changes only incrementally from year to year," says McClure. "In this year alone, the company has substantially strengthened its flagship NaviPlan brand while moving online and aggressively securing its place in the mid-market of firms with one to 100 professionals."

For the mid-market, as noted by McClure, the Offline products are providing users with more flexibility, and giving them the option to comfortably transition to NaviPlan Central—the new web-hosted (Application Service Provider) financial planning and business resources service for small to mid-sized firms.

Read the full review, called "Software Review: Financial Planning Segments," at: http://www.webcpa.com/article.cfm?articleid=10145&pg=acctech.