News
In the news
2006
December 22, 2006
EISI’s NaviPlan and Profiles among the Top 100
WebCPA’s annual review of the top 100 financial planning technology tools includes a look at both the NaviPlan and Profiles product lines.
December 7, 2006
EISI focused on getting its software to do what the user wants
EISI, developer of NaviPlan and Profiles, is getting set to launch new versions of both product lines in the New Year. The Investment Advisor article Plug 'N Play takes a closer look at both applications and the direction in which EISI is guiding them.
October 1, 2006
EISI in the big leagues
EISI’s acquisition of its largest competitor has catapulted the company to the top of the financial planning technology world on a global scale, according to an Investment Executive article titled EISI’s Acquisition Puts it in Big Leagues.
September 29, 2006
NaviPlan tells it like it is
A Winnipeg-based firm is the driving force behind the financial planning software used by many of the largest financial planning companies in North America and more than 120,000 advisors.
September 7, 2006
EISI acquisition of Financial Profiles makes headline news across the industry
Picked up by business and financial publications throughout North America is news that EISI, developer of NaviPlan financial planning software, has rocked the financial planning market with its purchase of one of its leading competitors.
August 1, 2006
NaviPlan version 10.1 a "significant upgrade"
Significant enhancements to NaviPlan version 10.1 are delivering quick methods of treating, proposing, and comparing multiple retirement scenarios.In his FinancialPlanning.com software review called An Explosion of Enhancements, Joel Bruckenstein describes NaviPlan version 10.1 as being "a significant upgrade".
July 11, 2006
NaviPlan heeds advisors’ calls for help with retirement distribution planning
Retirement Planning: Keying Into Income Needs by Melanie Waddell, a feature in the July 2006 issue of InvestmentAdvisor.com, describes how two of the top financial planning software providers are tuning into advisors needs to help them model What-if scenarios and capitalize on the retirement distribution trend.
June 30, 2006
NaviPlan simplifies retirement and estate planning
Dave McClure's latest software review for WebCPA.com, called Evolution, Not Revolution, In Estate/Retirement Planning, describes how NaviPlan is removing some of the complicated aspects of retirement and estate planning.
June 27, 2006
NaviPlan represents a lot of technical research and expertise
Achieving an overall rating of 4.5 stars of a possible five in The CPA Technology Advisor's June/July 2006 Review of Estate Planning Systems, NaviPlan Extended receives top marks for its robust calculations, client-friendly presentation tools, and for the outstanding customer service, training, and support that comes with a license.
June 1, 2006
NaviPlan helps advisors accomplish more in less time
Improving advisor efficiency is what financial planning software is designed to do. In the June 2006 issue of NAPFA Advisor, Dr. Linda Strachan, VP Product Marketing, EISI, explains which process improvements are key.
May 31, 2006
Celent Report Gives Top Marks to EISI
Celent's May 2006 report, Ranking the Vendors of Wealth Management Technology 2006: Financial Planning states: "Within the 'breadth of functionality' category, EISI receives the highest score." Factors assessed in this category include features (per vendor comparisons), ease of use, and flexibility of the system.
April 19, 2006
NaviPlan is among the top technology partners to help advisors be more efficient and offer more services
Although financial planning technology is still the most complained-about aspect of running a financial services practice, industry-leading NaviPlan software has made great strides to simplify the most redundant tasks (i.e. data entry) and help advisors efficiently deliver new and existing services.
April 12, 2006
NaviPlan at the forefront of Edward Jones’ big technology project for 2006
NaviPlan technology is being integrated with Edward Jones’ portfolio-management system to provide the investment dealer with a holistic wealth-management solution. The Investment Executive article “Integration Key to Software Solutions” by Jim Middlemiss quotes head of Canadian operations at Edward Jones in Mississauga, Ont. Gary Reamey: “We want the ability to have a fully integrated plan.”
April 4, 2006
NaviPlan is the software that most clearly reflects and analyzes your clients needs
The financial services industry is heating up—Baby Boomers are planning for retirement, and the latest financial planning applications are increasing the capabilities of advisors as they meet the emerging needs of this mass market head-on.
April 1, 2006
Advisor-recommended NaviPlan is one of the featured applications in an Advisor.ca Special Report
In an overall effort to help Canadian financial services firms get the most out of their technology investments, Advisor.ca has issued a Special Report that identifies how using the right technology can make business more efficient, key considerations for choosing financial planning software, and reviews some of the most popular applications on the market today.
March 1, 2006
EISI / NaviPlan on top of the retirement planning evolution
The progression of Baby Boomers towards retirement is calling for a paradigm shift in financial planning that requires planners to acquire new skills, and the developers of their analytical tools to revise the technology.
January 6, 2006
NaviPlan 10.0 gives advisors an effective means of presenting risk and income options to clients
NaviPlan is the tool for advisors who need a quick system to assess progress toward retirement, education, and major purchase goals, and for the upper 20 percent of professionals and practices that need more extensive tools to focus on wealth management rather than creation of simple plans.
January 6, 2006
NaviPlan among the high-end financial planning software to top WebCPA’s list for 2006
“NaviPlan simplifies the planning process,” reports WebCPA in its 2006 Top 100 Products listing. “Its fully integrated design with easy-to-use analysis levels lets advisors select the planning features that will most efficiently address each client case.”
January 1, 2006
Industry leader, NaviPlan, has been revamped and simplified
Including all the bells and whistles a sophisticated advisor may want but with new features that vastly improve its usability; NaviPlan Extended is being touted as the most improved software package of ‘the big four’ reviewed in Andrew Gluck’s THE GLUCK REPORT: Financial Planning’s Future at InvestmentAdvisor.com.
2005
December 8, 2005
Rookie of the Year: NaviPlan Central
For breaking new ground and holding great promise for the future, EISI’s NaviPlan Central wins Joel Bruckenstein’s ‘Rookie of the Year’ award. This is the second time in three years that an EISI innovation has achieved Bruckenstein’s annual honor.
December 8, 2005
NaviPlan reinvented in 2005
The new look and feel of NaviPlan is improving the user experience. Joel Bruckenstein’s The Technology Year in Review, published at Morningstar.com, highlights some of the big changes that happened to the NaviPlan product line in 2005.
December 1, 2005
NaviPlan is helping advisors show Boomers their options
Ready to start spending, the now-retiring Baby Boomer generation is creating opportunities for the financial services industry that financial planning software developers are helping advisors realize.
December 1, 2005
NaviPlan ready for the rise of distribution planning
With the first of the Baby Boomers reaching retirement age in 2006, advisors are anticipating the transfer of an estimated $20 trillion in retirement assets held by retiring Baby Boomers within a decade or so.
October 26, 2005
Adopting NaviPlan is in their best interests
Exploring the technology strategies of several financial services firms to see how they are managing enterprise-wide deployment from an adoption and integration perspective, Anthony Guerra, author of A Slice of Boomer Pie in Wall Street & Technology, reveals that NaviPlan is mentioned as the vendor of choice.
September 23, 2005
NaviPlan Extended is helping Bank of New York Co. clients reach their retirement goals
As banks struggle to lure affluent investors, one has found a technology solution that helps meet the needs of this sophisticated market.
September 8, 2005
Redesigned with the advisor in mind
NaviPlan version 10.0 is garnering favorable reviews for its improved interface and added features to address retirement distribution planning.
August 16, 2005
Leading financial planning software developer helps you capitalize on retirement distribution planning
According to the special report "Software that Thinks: Analysis and Planning Comes of Age" issued by Accounting Today magazine, the estimated 46 million baby boomer investors retiring over the next 10 years are changing their focus from retirement savings to retirement spending.
June 1, 2005
'Excellent' and 'thorough'—NaviPlan scores 4 ½ out of 5 stars
Summarizing NaviPlan as being an overall 'excellent program', Mark Weinstein gives NaviPlan 4 ½ out of a possible 5 stars in the CPA Technology Advisor's "Estate Planning Software Review – 2005".
May 26, 2005
NaviPlan to help advisors serve retiring baby boomers
Recognizing the need for better methodology and better software in order to develop comprehensive retirement solutions for retiring baby boomers; EISI is doing the work to incorporate retirement distribution planning into NaviPlan Standard.
April 6, 2005
NaviPlan to be integrated with Fidelity's new RIA platform
Fidelity is gearing up to launch an integrated, single sign-on technology platform that will help independent RIA's simplify workflow and increase operational efficiency. NaviPlan is among the applications to be integrated with Fidelity's solution.
March 15, 2005
EISI breaks out in 2005 with an expanded product offering
In a year when financial planning technology is moving online and web-based services are the new direction, EISI enhances the functionality and ease-of-use of its core product line, and introduces a new web-based platform.
March 10, 2005
Easy-to-use and more intuitive: the popular NaviPlan software just got better
Reviewed by Joel Bruckenstein for Morningstar.com; NaviPlan Central receives accolades for its easy-to-use interface and planning features, which are meeting the needs of both advisors and supervisors.
January 20, 2005
Effectively manage the transition to holistic wealth management
Dr. Mark Evans takes some time to discuss his company's latest financial planning platform innovation with Waters Magazine.
January 11, 2005
Flexibility, scalability, and performance—EISI's new generation of online products are invaluable
The latest software review in Accounting Technology describes EISI as being the exception to the rule where software enhancements are concerned, and calls NaviPlan an invaluable planning tool.
January 2, 2005
EISI's response to the SEC's approval of proposed changes to Rule 2210
The SEC recently approved the NASD's proposed changes to Interpretive Material Rule 2210, regarding use of investment analysis tools by member firms.
