Financial Planning Software

Industry-leading software.
Incomparable service.
Unrivaled scale.

EISI, developer of NaviPlan and Profiles financial planning software, is the technology partner of choice for more than 250,000 financial professionals, offering the broadest selection of financial planning tools in North America.

HOLIDAY HOURS
EISI's corporate headquarters in Winnipeg will be closed on May 19 for Victoria Day.
EISI's Carlsbad offices will remain open.
Technical Support for Profiles & NaviPlan users will still be available, but at reduced hours (9:00AM CST - 5:00PM CST).

EISI's offices in Carlsbad will be closed on May 26 for Memorial Day.
EISI's corporate headquarters will remain open, and Technical Support for Profiles & NaviPlan users will continue to be available as per usual Technical Support hours (7:00AM CST - 7:00PM CST).

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