Needs Analysis and Financial Planning Software

Client login --- Select one --- Profiles OnDemand (USA) NaviPlan Central (USA) NaviPlan Central (CAN)

Financial planning and needs assessment software designed to drive results – featuring company-wide, Web-based access and a Profiles Forecaster add-on.

NaviPlan Premium Drive deeper, more productive initial meetings with an interactive, customized Presentation Module Accommodate detailed tax and advanced financial planning needs with unrivaled scale and flexibility Evaluate multiple scenarios with interactive tools The most robust calculation engine in the industry Learn more...

Profiles Premium Generate qualified leads with an online Retirement Consumer Facing Application Turn prospects into clients in one meeting with interactive, sales-oriented Presentation Module Connect with clients with visual, easy-to-understand, FINRA-reviewed reports Learn more...

All packages include Web-based Profiles Forecaster A professional approach to needs analysis in accumulation and/or protection areas Accommodates simple insurance and goal-funding requirements Ideal for mass affluent clients, accumulators, and those with $100K AUM

Presentation Module

An interactive sales tool that takes Profiles or NaviPlan data, calculations, and analysis and presents them in an easy-to-use and highly visual slide show format.

Retirement Consumer Facing Application

Send prospects to your unique, personalized lead generation website to perform a simple self-directed retirement assessment that drives them to contact you for an appointment. Leads are imported directly to Profiles. Learn more...

Integrations

Enhance the power of your software with the addition of key integrations.

• Albridge®
  • Profiles integration
  • NaviPlan integration
• Forefield Inc.
• SmartOffice® CRM
• Redtail CRM
• TD Ameritrade Institutional's Veo®
• Morningstar (for Enterprise clients)

To learn more about integrations, contact a Zywave (formerly EISI) Representative toll-free:
877-MYZYWAVE or strategicpartnerships@zywave.com