News
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.
For its clever planning levels and easy-to-use What-if scenarios and retirement distribution planning features, NaviPlan is described as a helpful application for advisors wanting to “quickly engage clients and become their primary advisor.” More about NaviPlan products at WebCPA.com (page 14).
The modular approach to planning and more than 400 client reports presented to advisors in Profiles software are commended in the review. “Its modular structure provides flexibility and a built-in growth path for advisors.” More about Profiles software at WebCPA.com (page 15).
