News
In the news
2008
December 15, 2008
NaviPlan & Profiles Software Are Worthy Investments for 2009
Accounting Today paneled high-profile technology experts to determine which tools CPA firms should be investing in and to predict how changes in technology will affect the accounting landscape in 2009. In the Top 100 Product list, NaviPlan and Profiles software were recommended for the financial planning category.
December 9, 2008
Fidelity Investments launches a $50 million wealth management platform powered by EISI technology
Fidelity Investments has just announced the revolutionary release of Fidelity WealthCentral®, a powerful Web-based wealth management platform that leverages EISI’s NaviPlan Central ASP technology and software.
November 27, 2008
EISI’s financial planning software still the No.1 choice among advisors
In Financial Planning magazine’s second annual software survey of more than 350 advisors, EISI maintained its lead as the most widely-used vendor of financial planning software.
October 6, 2008
Four of Canada’s ‘big six’ financial institutions use EISI’S NaviPlan to offer more holistic client services
This autumn marks a major milestone for EISI with four of Canada’s top six financial institutions deploying the latest NaviPlan technology.
September 8, 2008
ASP platform increasing in popularity, says EISI product expert
While the features and functionality in financial planning software packages continuously evolves; the way advisors access their software has changed dramatically over the past few years. Explains Antoinette Alexander in her article Webbed Planning (Accounting Technology, September 2008): “it’s the platform that is rapidly changing as the Internet-based applications assume a greater role in this market.”
August 8, 2008
EISI set to facilitate advisors’ back-office activities
Explains Antoinette Alexander in her Accounting Technology article The Art of Aggregation, account aggregation has “become ingrained in the online banking and wealth management services offered by financial institutions.”
July 9, 2008
EISI releases new versions of Profiles & NaviPlan
EISI has just announced new releases of its Profiles and NaviPlan products (Profiles Professional v9.0; Profiles Forecaster v4.0; NaviPlan Standard v11.2).
June 2, 2008
NaviPlan & Profiles are a world-class toolset
In Accounting Today’s 2008 roundup of retirement planning applications, author Dave McClure explains that while retirement planning functions don’t tend to change much from year to year, NaviPlan and Profiles are evolutionary.
May 28, 2008
NaviPlan Extended earns top marks in CPA Technology Advisor’s annual review of estate planning systems
With an overall rating of five out of a possible five stars for ease-of-use, basic functionality, calculations, presentation tools, training and support, and relative value; NaviPlan Extended shines in the CPA Technology Advisor’s annual review of estate planning systems.
March 28, 2008
EISI’s pre-eminent planning tools in the top quartile, reports Celent
Celent LLC, a research firm in Boston, recently evaluated 15 retirement-planning applications for their ability to handle the post-accumulation planning phase. Included in Celent’s detailed ABCD Vendor View report, which looks at Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Client Services, were EISI’s industry-leading applications: NaviPlan Standard, NaviPlan Extended, and Profiles Professional.
March 17, 2008
Impossible to be all things to all people? EISI comes close.
“EISI is one of the strongest developers in the software market for financial planning, including the front-end processes of basic analysis,” writes Dave McClure in his software review “One Size Doesn’t Fit All” for WebCPA.
January 1, 2008
NaviPlan & Profiles: “Best in class”
In this time of economic uncertainty, investors are looking to modify and in some cases recreate their financial plans to improve their personal financial outlook. Explains Dave McClure in his WebCPA article Stable Software for Unstable Times, as clients demands for familiarity, stability, and reassurance with their personal financial plans increases, advisors are increasingly leaning on “best-in-class” software packages to address their client bases.
2007
December 11, 2007
Fidelity’s revolutionary WealthCentral platform a conglomerate of best-of-breed technology
To provide a centralized, integrated, platform from which to deliver customer relationship management, financial planning, and back-office services to its independent RIA's; Fidelity has engaged in a $50 million dollar project that will bring the best-of-the-best together in a single platform.
December 4, 2007
Financial Planning Software Survey: EISI is the most popular planning software company
The first annual software survey by Financial Planning magazine reveals that EISI's financial planning programs are the most widely-used tools. In this survey, 22% of respondents name Profiles as their software of choice and 15% use NaviPlan. The article states: EISI's total of 37.2% makes it your most popular planning software company.
November 15, 2007
Financial Planning key to differentiation in the banking business
Banks are struggling to differentiate themselves in what has become a relatively homologous industry, writes David Port in the article "Have it Your Way" for Bank Advisor magazine. However, they are learning to compete more effectively by implementing financial planning tools that accommodate the delivery of unique services.
November 13, 2007
Can't go wrong with NaviPlan Standard version 11.0
"Version 11 is like a breath of fresh air. It has a clean, intuitive feel to it, and it is much more responsive. New menus, a new layout, and new features trump any minor failings. NaviPlan Standard 11 is a winner!" writes Joel Bruckenstein for FinancialAdvisorMagazine.com.
November 1, 2007
Financial planning software to handle a phased retirement
Retirement is a continuum; a sequence of experiences that represent different needs. Writes Mike Werling in the article "Planning software for the Boomer Future", Boomer Market Advisor magazine, the wants and needs of a person at age 65 are quite different from that of an 80-year-old.
September 7, 2007
NaviPlan Standard v11.0 is a better, faster planning tool
The latest version of NaviPlan Standard, version 11.0, is built on EISI's next-generation architecture to give advisors faster results. The goal with this release was to design an application around the computer usage patterns of advisors, so EISI commissioned a usability study to do just that.
July 1, 2007
More economical, faster to deploy, continually updated: Top tech companies offer their take on hosted solutions
For the middle market financial planning firm that can't afford either the upfront costs associated with deploying an internally-hosted financial planning platform or the IT staff required to maintain one, companies such as EISI have created third-party hosted solutions.
July 1, 2007
EISI’s first major Profiles release is not to be underestimated
Since EISI’s acquisition of Profiles last August, the more than 50,000 users of Profiles software have been wondering what would become of their planning tool. Would it become obsolete in NaviPlan’s shadow or a NaviPlan clone, or would EISI’s proven expertise in the industry result in a stronger application?
June 4, 2007
Profiles & NaviPlan serve niche retirement planning market
It's no coincidence that financial planning technology developers like EISI are beefing up the retirement planning capabilities in their software. Dave McClure's software review Retirement Planning Rapidly Emerging as a Software Specialty describes how the best technology on the market today is facilitating four distinct areas of practice: goal-based planning, retirement planning, estate planning, and asset allocation.
May 24, 2007
5 Stars for NaviPlan Extended: EISI's most powerful system
You strive to make assumptions that will help your clients accumulate, preserve, and distribute their assets while minimizing taxes so that they can enjoy their wealth. However, estate and gift tax planning is a daunting task that requires a sophisticated understanding of state and federal tax laws, and the legal procedures for reducing taxes.
May 9, 2007
Fidelity unveils new system for RIAs using EISI technology
Fidelity Investments and EISI have created an online advisor platform that delivers planning tools, integrates with Advisor CHANNEL (Fidelity’s brokerage platform), and enables advisors to accomplish multiple data management tasks in a single screen.
March 19, 2007
EISI’s software runs the gamut of financial planning and needs analysis tools
Whether you're looking for a high-end planning tool to manage millions of dollars in assets, or a simple tool to do annual tax preparation, EISI has an affordable solution to meet your business needs. Ted Needleman's webcpa.com article Affordable Planning Software Can Speed Your Practice Niche highlights the top software packages on the market today in terms of affordability. Among the software listed are NaviPlan Standard and Profiles Forecaster.
