NaviPlan Cost & Licensing
Please note: All pricing is subject to change. Prices are quoted in USD.
| NaviPlan Standard single unit subscription pricing | ||
| 1-yr Pricing | 2-yr Pricing |
|
| Basic subscription | $799 |
$1,438.20
|
| NaviPlan Web* | $998* |
$1,836.20* |
| + User-defined asset allocation | Included | Included |
| + Ibbotson Security Classifier | $200 | $400 |
| + Ibbotson Security Classifier + Ibbotson Mean Variance Optimizer |
$300 | $600 |
*Please note that a $30 USD one-time hosting set-up fee applies to each NaviPlan Web license. Higher license fees associated with NaviPlan Web cover annual hosting fees.
Included with your Standalone Desktop license
NaviPlan software is licensed per unit on an annual subscription basis. Included in your NaviPlan license:
- Training resources and technical support
- Annual product updates
- Updates for legislative changes, as required
Included with your NaviPlan Web license
NaviPlan Web is the online format of NaviPlan software. NaviPlan Web is licensed per unit on an annual subscription basis. Included in your NaviPlan Web license:
- Important business and compliance resources
- Access to both desktop and Web formats of NaviPlan software
- A secure, centralized database with regular back-ups
- Training resources and technical support
- Annual software upgrades and enhancements
- Quarterly updates for Ibbotson asset classifiers and return rates (if applicable)
- Updates for legislative changes, as required
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.
Discounts
Discounts are available based on volume, long-term commitment, and affiliation with a particular company. A discount also applies to a license for your assistant. Contact an EISI Representative to learn more.
Contact us
To license NaviPlan, click a Buy button (above). To speak to an EISI Representative and for more details about applicable discounts, email or telephone us at:
- (888) 692-3474, option 2
- sales@eisi.com
Not ready to subscribe?
Download a 30-day trial. Any client files you create during your trial period will be available when you license the software. Your NaviPlan license can be authorized and activated the same day you telephone in your subscription.
