About EISI
About EISI
Emerging Information Systems Inc. and its wholly owned subsidiary Emerging Information Systems (USA) Inc. are collectively referred to as EISI.
Industry-leading software, combined with incomparable service and unrivaled scale, makes EISI the technology partner of choice for more than 250,000 financial professionals.
Industry-leading software
A comprehensive product offering & enterprise platform
EISI is the sole developer of NaviPlan and Profiles software. Our product experts can help you take an unbiased look at the two leading software suites on the market today.
- Broadest product selection
- Simple needs-assessment tools
- Comprehensive financial planning programs
- Configurable options
- Multiple technology platforms
An innovator
Ongoing research and development is a critical function of EISI. We are constantly assessing new and emerging financial services trends and the latest technology advances to address client needs.
- First to release Retirement Distribution Planning functionality
- First to offer online/offline and data check-in/check-out capabilities
- Regular software updates address changes in taxation, legislation, and financial planning trends
Incomparable service
A solid, reliable business partner
EISI’s established processes and demonstrated ability to deliver and support tailored solutions have made us the partner of choice for more than 250,000 financial professionals.
- 17+ years experience
- Proven project management methodology
- Collaborative approach to business
- Relationship Managers located throughout North America
- Professional Training & Technical Support Specialists with financial planning credentials and experience
Unrivaled scale
An extraordinary body of knowledge
EISI fosters an environment of continued learning and client collaboration by hosting events such as conferences, user groups, think tanks, and steering committees. Our experience in the North American financial services industry spans nearly two decades and covers every market segment, which is why key centers of influence regularly tap into EISI’s collective expertise.
- Solid corporate infrastructure
- Company founder continues to lead the company as President & CEO
- The Executive Team possesses top academic achievements in the fields of financial planning and computer science
- Nearly 300 employees with specialized product experts driving the development of NaviPlan & Profiles
