Formats

Standalone Desktop

Quick to implement now, easy to upgrade later on - The desktop format allows you to locally install and run NaviPlan Standard and NaviPlan Extended software. All client data and the application itself reside on your desktop or laptop computer, which means you have complete control over your client cases. No Internet connection required

Web

Compliance tools managers need, planning tools advisors want - The Web format delivers NaviPlan software on a hosted server (application service provider; ASP) with a centralized database. It is an affordable solution for small and mid-sized firms that offers secure, industry-leading planning tools and centralized data security.  

A subscription to NaviPlan Web enables you to login from any computer with an Internet connection to work with the full functionality of NaviPlan software. Also included:

• NaviPlan software - Both NaviPlan Standard and NaviPlan Extended are available
• Data import - Automatically populate NaviPlan with information from third-party data sources, such as Albridge Solutions
• Management reports - 5 reports are available to track and monitor planning activity within your firm
• Collaboration - With a NaviPlan Central license, advisors and wealth management experts can access plans online and collaborate in real time
• Workflow controls - Guides advisors through the plan-approval process and gives oversight capabilities to designated compliance officers and/or managers
• Branded client reports - Set your firm's client materials apart from the competition
• Check-in / Check-out - Download (check-out) plans from the centralized database to work offline; upload (check-in) updated and new plans
• Asset allocation options - Choose from user-defined, Ibbotson, or configurable
• Data security - Your firm's data is securely stored and regularly backed-up using the highest standards of data protection

View the Progress Report video clip
Retaining Clients is Key to Growth. Find out how you can use the new Progress Report to win more business.

View the NaviPlan Web video clip

Configurable options

Partner with EISI to tailor NaviPlan Web so that it better meets your firm's business objectives. For example, you can set asset allocation configurations that are unique to your firm, or set multiple asset allocation configurations that are specific to business units within your firm. Download this brochure, and contact an EISI Representative for details and minimum license requirements.

NaviPlan Central Configurable Options

ISO 27001 Certified

EISI’s hosted Web solutions are ISO/ IEC 27001:2005 certified. The ISO/IEC 27001:2005 certification verifies that EISI has successfully implemented an Information Security Management System that provides a solid framework for initiating, implementing, maintaining, and managing information security within the organization. EISI is the first and only financial planning software developer in North America to achieve the ISO/IEC 27001:2005 certification.

Contact us

For help deciding on the best software format for you, contact an EISI Representative:

• Telephone, toll-free: (888) 692-3474, option 2
• Email: sales@eisi.com