Licensing
US product
View our selection of client brochures available for purchase.
Included with your standalone desktop license
The desktop format is installed on your computer - both NaviPlan software and client data are locally stored. Included in your NaviPlan license:
- Training resources and technical support
- Annual software updates and enhancements
- Updates for legislative changes, as required
- Updates for Ibbotson asset classifiers and return rates (if applicable)
Included with your Web license
The Web format enables you to log in to access NaviPlan in a hosted environment with the highest possible level of data security certification. In addition to the desktop features, this format includes:
- Desktop software – check-in / check-out client files
- Secure data storage – ISO 27001 certified
- Multi-browser compatibility – Internet Explorer, Firefox, Chrome, and Safari internet browsers for both PC and Mac platforms
- Business and compliance resources
More on Web hosting benefits.
Discounts
Discounts are available based on volume, long-term commitment, and affiliation with a particular company. A discount also applies to a license for your assistant. Contact a Zywave (formerly EISI) Representative to learn more.
How to Buy
To license NaviPlan Select, contact us today:
- (888) 692-3474, option 2
- sales@eisi.com