News
Announcements
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2010
January 15, 2010
EISI Launches New Profiles Versions
EISI today announced that new versions of Profiles Professional and Profiles Forecaster are now available. The updates, including new reporting features and intuitive design enhancements, are well received by advisors.
2009
December 21, 2009
Discount on Technology Tools for Today Conference!
Planning to attend the 2010 Technology Tools for Today (T3) Conference in La Jolla, CA? As an EISI customer, you are entitled to a $150 discount on the registration fee.
October 22, 2009
NaviPlan & Profiles Software Compatible with Windows 7
EISI’s NaviPlan and Profiles applications are compatible with Microsoft's Windows 7, which was released October 22, 2009.
August 10, 2009
Compatibility testing for NaviPlan & Profiles Software is Underway
In anticipation of the release of Microsoft's Windows 7 operating platform on October 22, 2009, compatibility testing for NaviPlan and Profiles software is well underway.
May 29, 2009
Dr. Mark Evans, President & CEO of EISI, Wins Distinguished Service Award
Dr. Mark Evans, EISI’s President & CEO and a graduate of the University of Manitoba, received the prestigious Distinguished Service Award from the university for his innovation and leadership in the area of computer science and for his accomplishments in Manitoba.
March 11, 2009
EISI Unveils Bear Market Plan for Advisors (Phase 1)
Free training and marketing resources help advisors bullet-proof their practice and get more referrals.
2008
November 24, 2008
EISI continues to be a leader among the top financial planning software vendors, reports Celent
EISI’s NaviPlan and Profiles software were again ranked in the top quartile among financial planning technology vendors in Celent’s ABCD Vendor View report.
September 22, 2008
EISI Introduces New Software for Canadian Advisors
EISI today announced a new product for advisors called NaviPlan Standard Offline. The development objectives for NaviPlan Standard Offline centred on accelerating the financial planning process and helping advisors build more profitable client relationships.
August 14, 2008
EISI Set to Launch New Financial Planning Program in Canada
In August 2008, EISI will launch an exciting financial planning program for Canadian advisors: NaviPlan Standard
Offline.
July 9, 2008
EISI Rolls Out New Versions of Profiles and NaviPlan Software
New versions of Profiles Professional and Profiles Forecaster are scheduled for release in mid-July 2008. The NaviPlan Standard upgrade is now available.
New planning features focus on helping advisors to build stronger client relationships.
June 9, 2008
New way to purchase Profiles & NaviPlan
Profiles and NaviPlan software and additional materials can now be purchased via EISI’s Web site.
April 24, 2008
New Versions of NaviPlan Software Coming Soon
Progress reporting tools help advisors build more profitable client relationships
April 16, 2008
New Versions of Profiles Software Coming Soon
Focus on retirement planning features that help advisors win more business
In the five to 10 years prior to entering retirement, people become more acutely aware of their future needs and make significant and often permanent decisions about their finances. They are more likely to take advice and even consolidate assets for easier income management. For millions of investors, that transition time is now.
2007
September 9, 2007
EISI Overhauls NaviPlan Standard
Emerging Information Systems Inc. (EISI), developer of NaviPlan and Profiles financial planning software, today announced a new, faster version of its goal-based program, NaviPlan Standard. "In NaviPlan Standard version 11.0, we focused on speed - both in terms of the user experience and software performance", says Dr. Mark Evans, President and CEO, EISI. "To identify key improvements, we closely examined how advisors use the program and how it responds."
May , 2007
EISI to Release Major Profiles Upgrade
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.
April 3, 2007
NaviPlan Bulletin: Update on Vista issues in Windows-based formats
The purpose of this bulletin is to advise NaviPlan customers about issues that occur when the software is installed on a computer with Windows Vista, Microsoft's newest operating system.
March 22, 2007
NaviPlan Bulletin: Update on Vista issues in Offline format
The purpose of this bulletin is to advise NaviPlan customers about issues that occur when the software is installed on a computer with Windows Vista, Microsoft's newest operating system.
March 7, 2007
Profiles Bulletin: Windows Vista Issue
The purpose of this bulletin is to advise Desktop and Universal Desktop (UDA) users about compatibility issues between Profiles Professional and Profiles Forecaster and the Microsoft Windows Vista Operating System released on January 30, 2007. Profiles Forecaster v7.6 and Profiles Professional v2.5 will function with Windows Vista, however some issues have been found.
March 7, 2007
Profiles Bulletin: IE7 Issue
The purpose of this bulletin is to advise users about compatibility issues between Profiles Web-based applications and Internet Explorer version 7. Web-based versions of Profiles Professional v7.6 and Forecaster v2.5 will function with Internet Explorer version 7, however some minor issues have been found.
February 16, 2007
EISI’s latest NaviPlan release streamlines asset allocation, builds upon NaviPlan Central compliance tools, delivers 2007 tax updates
January 25, 2007
NaviPlan Bulletin: Windows Vista issue
The purpose of this bulletin is to advise NaviPlan customers about an issue with Microsoft's Windows Vista, to be released on January 30, 2007.
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