EISI User Services
Technical Support Options
In addition to telephone support, licensed and trial NaviPlan users can now login to EISI User Services.
EISI User Services is a 24/7 self-service for NaviPlan users that helps you resolve your issues with NaviPlan software. Issues can be resolved either by viewing previously resolved issues, or by submitting a new Technical Support Request (TSR). Because it is a secure web-hosted application, you can safely and securely upload your client files, and then work with a Technical Support Specialist to resolve your issue.
| Search Specify your issue, and then achieve a number of solutions from a database of previously resolved issues. My Issues When you know you've had that question before but can't remember the answer, search your personalized My Issues page, which is a repository of all your Technical Support Requests (TSRs)-even the ones you've submitted by telephone or email. Your TSRs are sorted by issue number. |
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Technical Support Request (TSR)
If you can't find what you're looking for, then simply submit a TSR, securely transfer your client file, and a Technical Support Specialist will work with you to address your issue during regular Technical Support hours.
Login to EISI User Services
We’re here to help
If you need assistance logging in to EISI User Services, please contact Technical Support at (888) 692-3474, option 4.
Technical Support Specialists are available Monday - Friday, from 7:00am to 7:00pm CST.
Holiday business hours apply to Canadian statutory holidays, which are: Good Friday, the third Monday in May, July 1, or the Monday following if on a weekend, the first Monday in August, the first Monday in September, and the second Monday in October. Holiday hours are from 9:00 a.m.-5:00 p.m., Central Time. Technical Support is not available on December 25, December 26, and New Year's Day, or the following weekdays if any of the preceding fall on a weekend.
To receive service more efficiently, please provide your Technical Support Specialist with your Product Support Number (PSN).
Your Technical Support Specialists
NaviPlan service and support remains among the best in the industry. Software is updated in a timely fashion; service representatives are responsive."
- Joel P. Bruckenstein, CFP
EISI recruits and hires experienced financial services professionals, and implements a professional development program to ensure that all Technical Support Specialists either have their CFP, or are in the process of achieving the designation.