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EISI the most popular software vendor for today’s planner

Joel P. Bruckenstein’s 2009 Software and Technology Survey, published by FinancialPlanning.com, describes the state of the most popular tech tools of the trade at decade’s end. With respect to financial planning software, EISI finished on top.

EISI is the most popular software vendor for comprehensive financial planners in North America, receiving the most votes from survey respondents. According to Bruckenstein, of the 81% of respondents who do comprehensive financial planning, a quarter of them said they use software from EISI’s product shelf – a mix of NaviPlan and Profiles products – to deliver their services.

Read the complete article, or get the scoop on the current state of financial planning software.