Overview
EISI seeks partnerships with those companies who offer financial planning technology and services that complement NaviPlan and Profiles financial planning software for the purpose of creating more comprehensive solutions.
EISI typically partners with the following types of companies.
- Developers of complementary software that can be integrated with NaviPlan and/or Profiles
- Service providers that specialize in the delivery of non-technical services to financial planning and wealth management software developers
- Service providers that specialize in the technical integration of financial planning and wealth management software
Opportunity
The EISI Alliance Program is an opportunity for companies who share in EISI's vision to deliver the best financial planning tools available and accomplish the following.
- Develop value-added products / services
- Reach new markets
- Collaborate on strategies