About EISI
EISI Fact Sheet
Company Profile
- Year of incorporation: February 1990
- Founded by: Dr. Mark Evans, President & CEO
- Ownership structure: EISI is a privately-held company that is majority-owned by Birch Hill Equity Partners Inc., a leading private equity firm that specializes in the Canadian mid-market
- Corporate values: Integrity, Quality, and Commitment to Excellence.
- Mission statement: To develop powerful, user-friendly software solutions that exceed customer expectations and are enhanced by exceptional service and support.
- Employees: approximately 300, based primarily in Winnipeg and Carlsbad.
- Client base: NaviPlan and ProfilesT software are licensed to more than 250,000 financial professionals in North America
Headquarters
- EISI's corporate headquarters is located in Winnipeg, Manitoba, Canada
- 500-330 St. Mary Avenue, Winnipeg, MB R3C 3Z5
- Telephone: (888) 692-3474
- Fax: (204)942-5100
- URL: www.eisi.com
- Email: firstname.lastname@eisi.com
- Profiles' division is located in Carlsbad, California
- 2177 Salk Avenue, Suite 200, Carlsbad, CA, USA 92008
- Telephone: (800) 237-6335
- Fax: (760) 431-9497
- Email: firstinitial/lastname@profiles.com
Product line
- Two product lines
- NaviPlan
- NaviPlan Standard: flexible, goal-based planning
- NaviPlan Extended: sophisticated cash flow-based planning
- Profiles
- Profiles Forecaster: goals-based needs analysis
- Profiles Professional: comprehensive cash flow-based planning
- Delivery platforms:
- NaviPlan
- NaviPlan Offline: a browser-based desktop application for independent advisors that is installed locally on the user's workstation
- NaviPlan Central: a configurable, Application Service Provider (ASP) service for firms (hybrid online/offline configurations are available)
- The NaviPlan Enterprise Solution: a customized, client-hosted business solution for large-scale financial institutions
- Profiles
- Standalone Desktop - a desktop application for advisors that is installed locally on the user's workstation
- Universal Desktop Application - a desktop version that is installed locally on the user's workstation with client information stored on a central server.
- Profiles OnDemand Application Service Provider - a hosted solution for advisors that includes access to a browser based version of the software with centralized data storage.
