In the news - 2010
- December 17, 2010
SPF Advisors benefit from integration of EISI’s Profiles Forecaster into dataVISION
Sorrento Pacific Financial LLC, a full-service broker dealer and registered investment advisor is benefiting from the recent integration between EISI’s Profiles Forecaster financial planning and needs assessment software and SPF’s dataVISION. - December 10, 2010
EISI’s product upgrades allow financial advisors to collaborate more effectively with their clients
Davis D. Janowski, in InvestmentNews.com, recently reviewed the latest releases of NaviPlan and Profiles and writes that the “changes allow financial advisors to collaborate more easily with their clients”. - December 1, 2010
EISI upgrades product lineup, adds new tool, and new data integration
FinancialAdvisorMagazine.com highlights key additions to EISI’s three software applications: NaviPlan Select, Profiles Professional, and Profiles Forecaster. - November 30, 2010
EISI climbs up the ladder in Software Magazine’s 28th annual Software 500
EISI is again ranked among the world’s largest software companies. EISI, maker of NaviPlan and Profiles financial planning and needs assessment software, improved its ranking climbing up 18 spots from the previous year to #271 in the listing of the 2010 top 500 software companies worldwide. This is the fourth time EISI has made the prestigious Software 500 list. - October 15, 2010
NaviPlan Select, “Best in Show” according to Aite Group
Sophie Schmitt, Senior Analyst at Aite Group in Boston touts NaviPlan Selects’ “functionality and breadth, encompassing retirement accumulation and distribution, debt, assets, and liabilities” as well as its user friendliness and its ability to do side-by-side scenarios in a report analyzing 13 financial planning software packages. - June 23, 2010
NaviPlan and Profiles retirement planning features make them a must for a planner's toolbox
Dave McClure features NaviPlan and Profiles in his latest WebCPA financial planning software review of retirement planning packages planners should consider when choosing software for their "planner toolbox". - June 23, 2010
Financial planning moves up priority list at banks
In an article about financial planning in the banking industry, Michael Miroballi, President and COO of Harris Investor Services shared insights with the Bank Insurance & Securities Association on the momentum financial planning is gaining in banks and how that is contributing to both client relationships and the bottom line. - April 19, 2010
Back to basics: Profiles & NaviPlan help advisors give clients a more realistic view
A “basic analysis” used to describe the ability to assess a client’s current financial position, net worth, goals, and willingness to take risks. These days the term describes the ability to give clients the most realistic view of their financial future. - March 4, 2010
NaviPlan recognized as the leading financial planning software in terms of users
January’s ‘Winning Tactics’ report published by Tiburon Strategic Advisors provides readers with an ‘initial understanding of the key winning tactical strategies’ when it comes to the variety of financial planning software options. - January 10, 2010
New version of Profiles software substantially reduces the time it takes to create reports
EISI’s January 2010 upgrade to the Profiles product line has garnered industry acclaim. The stand-out enhancement this time around is the new way advisors locate reporting elements, organize them, build customized presentations, and save their favorites as templates for quick access in the future.