Advice Fusion

EISI’s Advice Management Solution

Advice Fusion is a revolutionary suite of applications and services that enables financial services firms to fully leverage their technology investments by connecting and automating the entire planning and advice delivery process.

Advice Fusion

	Consumer facing Attract prospects and generate qualified leads

	Lead management Effectively manage leads & opportunities

	Financial planning Convert leads and increase share of wallet

	Workflow monitoring Automate plan approval and ensure quality and suitability for clients

	Platform services Gain efficiencies across the organization

Financial Planning Software: Profiles Professional | Profiles Forecaster | NaviPlan Standard |NaviPlan Extended | Canadian Products
Enterprise Solutions: Advice Fusion
Training & Support: support.eisi.com
©2010 Emerging Information Systems Inc. All rights reserved. Privacy Agreement| Contact us| En français