Enterprise solutions
The NaviPlan Enterprise Solution is a configurable financial planning platform for large-scale financial enterprises that can be integrated with your existing wealth management platform. Your organization can choose to implement the NaviPlan Enterprise Solution as-is, or modify it in more than a dozen
business-critical areas, including:
- Client reporting
- Data integration
- Asset allocation
- User interface branding
- Entitlements
- Collaboration
- Workflow
- Custom business rules
- Management reporting
- Technology
- Check-in / Check-out
- Training and Technical Support resources
Brochure: NaviPlan Enterprise Services Overview
Contact us
Partner with EISI to configure an advice management solution to fit your business objectives. Discuss your large-scale enterprise deployment with an EISI Representative:
- Telephone: (888) 692-3474, option 2
- Email: sales@eisi.com
