News
Money Concepts® Moves to NaviPlan® Financial Planning Software Platform
Winnipeg, MB : July 12, 2006 - Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, today announced that it was selected by Money Concepts Capital Corp. as its new vendor. In the initial phase, 600+ planners and advisors gained access to NaviPlan Central, an Application Service Provider (ASP) financial planning platform. As of July 1, 2006, an additional 250 planners and advisors gained access to the platform, which features online and offline planning capabilities.
"EISI demonstrated the commitment and support that we were looking for in a vendor," said Denis Walsh, President, Money Concepts Capital Corp. "For our planners and advisors, it was NaviPlan's versatility that impressed us. The ability to access the software online or download files and work without a connection gives our planners and advisors tremendous flexibility in the way they work, coupled with our ability to transfer data from the back office system directly into NaviPlan has been a tremendous plus."
For both the initial and subsequent phase, Money Concepts planners and advisors have access to the goal-based application, NaviPlan Standard. It is comprised of a Financial Assessment, which is a needs-assessment tool, and three integrated planning levels.
EISI President and CEO Dr. Mark Evans said, "We're honored to partner with Money Concepts in their efforts to provide exceptional tools and support to their planners and advisors."
About Money Concepts
Money Concepts Capital Corp., based in Palm Beach Gardens, FL, is a national broker/dealer that caters to Independent Financial Planners and Independent Investment Advisor Representatives. As such, it is not owned or affiliated with any product provider in an effort to ensure that their planners and advisors can always offer the products that best suit each of their client's individual investment and retirement needs.
About EISI
Founded in 1990, EISI is a pioneer in developing productive software solutions for the financial services industry. Its staff of 230 professionals is solely committed to the NaviPlan product line, which is licensed to more than 70,000 financial professionals across North America. EISI's flagship applications, NaviPlan Standard and NaviPlan Extended, are available as offline tools or as part of NaviPlan Central, an ASP financial planning platform. For more information, visit www.eisi.com.
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NaviPlan® is a registered trademark of Emerging Information Systems Inc. All other trademarks are the property of their respective owners.
