Free, Live Product Demos & Training
 
 
Find out which program is best for you

EISI offers the broadest selection of financial planning software. We’ll help you determine which program is best for your practice. Attend a live, Web-based session to talk to a financial planning professional or download a recorded demo.

      
Register for a live demo

NaviPlan Select
Webex Thursday, September 16 12:00 PM CT
Webex Thursday, October 7 1:00 PM CT

Profiles Forecaster
Webex Thursday, October 21 1:00 PM CT

Profiles Professional
Webex Thursday, October 28 1:00 PM CT

 
 

How to participate

Once you have registered, WebEx will email a meeting invitation to you that provides you with the required login information and participation instructions.

If you are new to WebEx, please join the event 15 minutes prior to the start time to allow for the related WebEx browser extensions to download. Existing WebEx users, please join the event 10 minutes prior.

If you experience any difficulties with the WebEx session, please contact the WebEx support team at 1-866-779-3239.

 
   

Financial Planning Software: Profiles Professional | Profiles Forecaster | NaviPlan Select | Canadian Products
Enterprise Solutions: Advice Fusion
Training & Support: support.eisi.com
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