Enterprise solutions
Advice management & delivery
Tap into EISI’s experience and expertise. Advice Fusion, EISI’s groundbreaking advice management platform, is a comprehensive suite of products and services that enables financial services firms to maximize their technology investments.
Advice Fusion integrates all aspects of advice delivery, including lead generation, lead management, financial planning, oversight, and ongoing customer service. It is designed to capitalize on the growing demand for self-service tools, deliver high-quality advice, and manage enterprise-wide activity to provide a consistent customer experience.
View the Advice Fusion demo:
Optimizing Advice Delivery and Management
Download a brochure:
Advice Fusion Overview
Financial planning
Profiles Enterprise Services enable financial services firms and their advisors to work collaboratively on client cases, as well as follow a structured process for creating, approving, and delivering financial plans. Oversight capabilities enable managers, specialists, and compliance users to review and archive case data, plans, and recommendations and run enterprise-wide management reports. Profiles Enterprise Services include:
- Collaboration
- Workflow
- Data integration
- Security system integration
- System administration
- Enterprise data storage
- Management reporting
- Training and technical support resources
Brochure: Profiles Enterprise Services Overview
Desktop, Web, or Universal Desktop Application (UDA) platforms
Profiles software can be deployed in several ways to meet the needs of your technical environment. Choose between a desktop, Web, or Universal Desktop Application (UDA) implementation. Visit the Formats section of this Web site for more information about the desktop and Web options.
The UDA is a hybrid platform that enables advisors to manage their client cases both on their local computer and online in a centralized database by enhancing their desktop software with online capabilities. Existing users of Profiles software can easily transition to the UDA – data input and reporting is exactly the same.
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
