News
EISI to Release Major Profiles Upgrade
First Release Since Acquisition Focuses on Retirement Distribution Planning
Carlsbad, CA – May 2, 2007: Emerging Information Systems (USA) Inc., developer of NaviPlan and Profiles software, today announced it will release Profiles Professional version 8.0 and Profiles Forecaster version 3.0 on May 9, 2007. These highly anticipated releases are the first major upgrades for Profiles since EISI acquired it in August 2006. Highlights include streamlined and user-friendly data entry, new retirement distribution planning functionality and reports, and new integration capabilities.
“This is an exciting time for our organization,” said Dr. Mark Evans, President and CEO, EISI. He added, “Our ability to deliver new enhancements and functionality to the market in order to better service our clients’ and consumers’ needs is vital to our continued success. Advisor productivity, retirement distribution planning, and data integration are key components of our advice solutions.”
New retirement distribution planning capabilities in Profiles Professional
Profiles Professional version 8.0 enables advisors to efficiently meet clients’ growing demand for pre- and post-retirement advice. Its new Retirement Analysis includes enhanced asset distribution features, new portfolio rebalancing and reallocation modeling capabilities, and Retirement Analysis reports.
“The easy-to-use design and graphic-rich reports are still the best features in Profiles software,” said Sean McTeague, Financial Planning Specialist, Securian Financial Services. “They’ve built on the programs’ strengths plus delivered many exciting new planning capabilities.”
New integration Web service
Web-based and Universal Desktop versions of Profiles software now include expanded integration capabilities with the launch of Profiles Data eXchange (PDX). This new service dramatically expands the products’ integration capabilities allowing firms to more easily integrate data from multiple sources and applications, such as CRM and custodial data feeds. The initial release of PDX includes a data adaptor for Albridge Solutions and it also supports custom integration needs. Future releases will include data adaptors for additional third-party sources.
About EISI
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of financial planning tools in North America. Industry-leading financial planning software, combined with incomparable service and unrivaled scale, makes EISI the technology partner of choice for more than 120,000 financial professionals.
Contact
Cindy Bennett
Director, Marketing
888.692.3474 ext. 3121
cindy.bennett@eisi.com
