News
EISI Named an Industry Leader By Independent Research Firm
Report recognizes NaviPlan as a powerful, enterprise-friendly application
Winnipeg, Canada - May 23, 2005: Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, is named an industry leader in the Forrester Wave Financial Planning Software Q2 2005 report.
In its review of 10 software vendors, Forrester gives highest marks to EISI in the Strategy category, which includes product direction, executive vision, partnerships, and product commitment.
EISI’s financial planning software platform NaviPlan Central (Version 9.0dx) received a score of five out of five for data integration and modes of access. NaviPlan also earned top marks for management reporting and scope of analysis.
“EISI’s powerful, enterprise-friendly app accommodates advisors at all levels of sophistication,” the report said.
In a previous report released in 2002, called Grading Advisor Planning Tools, Forrester ranked EISI as one of the top three vendors that support a wide range of users in a single platform. Of those vendors, EISI is the only one to make the list of leaders in 2005.
“The Forrester reports reflect our commitment to be a strong, long-term partner with our clients,” said Dr. Mark Evans, CEO of EISI. “We will continue to build on our strengths and stay ahead of evolving market trends.”
Earning industry leader status is the latest in a long string of accolades for the Canadian software developer. In January, EISI received an Award of Excellence from CPA Wealth Provider for leadership in innovation, efficiency, initiative, and growth. In October 2004, NAPFA Advisor declared NaviPlan the most widely used financial planning software product in North America.
About EISI
Founded in 1990, EISI is a pioneer in developing productive software solutions for financial advisors. Its staff of 265 professionals is solely committed to the NaviPlan product line, which is licensed to more than 70,000 financial professionals and customized for more than 40 financial institutions across North America.
The NaviPlan suite of software addresses the full spectrum of wealth management concepts. Its fully integrated and modular design makes NaviPlan a powerful yet flexible planning tool for advisors serving all segments of the financial services market. For more information on EISI and NaviPlan, visit eisi.com.
About Forrester
Forrester is an independent technology research company that offers products and services in four major areas: Research, Data, Consulting, and Community. Established in 1983, Forrester is headquartered in Cambridge, Mass.
Contact:
Cindy Bennett
Director, Marketing
Emerging Information Systems Inc.
(888) 692-3474 ext. 3121
cindy.bennett@eisi.com
