News
In the news
2009
December 1, 2009
EISI the most popular software vendor for today’s planner
Joel P. Bruckenstein’s 2009 Software and Technology Survey, published by FinancialPlanning.com, describes the state of the most popular tech tools of the trade at decade’s end. With respect to financial planning software, EISI finished on top.
September 22, 2009
Monte Carlo simulation a questionable planning tool?
Monte Carlo simulation is a popular tool used by advisors to provide clients with an estimate of the odds of reaching financial goals in the future, such as retirement. It is good for helping advisors demonstrate the ups and downs of the market to their clients, but because it failed to predict the market downturn that hit in late 2008 the validity of Monte Carlo is being questioned for its ability to quantify risks.
August 18, 2009
EISI’s NaviPlan and Profiles software will be ready and waiting for the release of Microsoft’s Windows 7 OS
October 22 marks the release date of Microsoft’s Windows 7 operating system (OS). Explains Davis Janowski in his Investment News article titled Windows 7: What Advisers Need to Know, Windows 7 is a sleeker, faster, more stable version of its predecessors, notably Vista.
June 1, 2009
NaviPlan and Profiles financial planning software offer superior retirement scenario analyses and client management
Dave McClure, in his Accounting Today financial planning software review, features NaviPlan and Profiles in his list of the nine most notable retirement planning tools for 2009. McClure describes how retirement planning software vendors have updated their software to reflect the need for robust retirement scenario capabilities to help advisors respond to the recent market turmoil and economic recession.
May 5, 2009
Winnipeg home to some of the smartest, most leading-edge tech companies
Winnipeg is home to a growing group of innovative technology companies that boast highly desirable work environments and are exerting a world-wide presence, writes Martin Cash, business writer for the Winnipeg Free Press.
April 6, 2009
Invest in a sure-thing: Profiles and NaviPlan are must-have planning solutions
Ted Needleman, in his financial planning software review for Accounting Today, says these volatile market conditions have turned even the most basic financial analysis into a moving target, which means advisors are looking to invest their technology dollars in a sure-thing. EISI’s four top-selling applications are included in Needleman’s recommended toolkit.
March 9, 2009
EISI’s financial planning software may be the key to the long-term success of your practice
Due to the uncertainty created by the current financial crisis and the new regulatory and tax code changes proposed by the Obama administration, “Financial planning software may be the most important piece of technology an advisor has in his arsenal to ensure an existing client has the right roadmap going forward.” says Marc Butler in his article "Enhanced software tackles the crisis" (Boomer Market Advisor Magazine, March 2009).
February 7, 2009
EISI praised for its continual reinvestment in both the NaviPlan and Profiles product lines
Accounting Technology profiled financial planning software tools designed to help accountants ease the pain caused by the turmoil in the financial markets. Ten product entries made the cut. NaviPlan Standard, NaviPlan Extended, and Profiles Professional were part of the selection and garnered rave reviews.
January 2, 2009
EISI continues to explore the ‘bleeding edge’ in financial planning software
In his article “Technology and Your Future” (Financial Advisor, January 2009), David J. Drucker recaps sessions at the Technology Tools for Today® conference.
2008
December 9, 2008
Fidelity Investments launches a $50 million wealth management platform powered by EISI technology
Fidelity Investments has just announced the revolutionary release of Fidelity WealthCentral®, a powerful Web-based wealth management platform that leverages EISI’s NaviPlan Central ASP technology and software.
November 27, 2008
EISI’s financial planning software still the No.1 choice among advisors
In Financial Planning magazine’s second annual software survey of more than 350 advisors, EISI maintained its lead as the most widely-used vendor of financial planning software.
October 6, 2008
Four of Canada’s ‘big six’ financial institutions use EISI’S NaviPlan to offer more holistic client services
This autumn marks a major milestone for EISI with four of Canada’s top six financial institutions deploying the latest NaviPlan technology.
September 8, 2008
ASP platform increasing in popularity, says EISI product expert
While the features and functionality in financial planning software packages continuously evolves; the way advisors access their software has changed dramatically over the past few years. Explains Antoinette Alexander in her article "Webbed Planning" (Accounting Technology, September 2008): “it’s the platform that is rapidly changing as the Internet-based applications assume a greater role in this market.”
August 8, 2008
EISI set to facilitate advisors’ back-office activities
Explains Antoinette Alexander in her Accounting Technology article "The Art of Aggregation", account aggregation has “become ingrained in the online banking and wealth management services offered by financial institutions.”
July 9, 2008
EISI releases new versions of Profiles & NaviPlan
EISI has just announced new releases of its Profiles and NaviPlan products (Profiles Professional v9.0; Profiles Forecaster v4.0; NaviPlan Standard v11.2).
June 2, 2008
NaviPlan & Profiles are a world-class toolset
In Accounting Today’s 2008 roundup of retirement planning applications, author Dave McClure explains that while retirement planning functions don’t tend to change much from year to year, NaviPlan and Profiles are evolutionary.
May 28, 2008
NaviPlan Extended earns top marks in CPA Technology Advisor’s annual review of estate planning systems
With an overall rating of five out of a possible five stars for ease-of-use, basic functionality, calculations, presentation tools, training and support, and relative value; NaviPlan Extended shines in the CPA Technology Advisor’s annual review of estate planning systems.
March 28, 2008
EISI’s pre-eminent planning tools in the top quartile, reports Celent
Celent LLC, a research firm in Boston, recently evaluated 15 retirement-planning applications for their ability to handle the post-accumulation planning phase. Included in Celent’s detailed ABCD Vendor View report, which looks at Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Client Services, were EISI’s industry-leading applications: NaviPlan Standard, NaviPlan Extended, and Profiles Professional.
March 17, 2008
Impossible to be all things to all people? EISI comes close.
“EISI is one of the strongest developers in the software market for financial planning, including the front-end processes of basic analysis,” writes Dave McClure in his software review “One Size Doesn’t Fit All” for WebCPA.
January 1, 2008
NaviPlan & Profiles: “Best in class”
In this time of economic uncertainty, investors are looking to modify and in some cases recreate their financial plans to improve their personal financial outlook. Explains Dave McClure in his WebCPA article Stable Software for Unstable Times, as clients demands for familiarity, stability, and reassurance with their personal financial plans increases, advisors are increasingly leaning on “best-in-class” software packages to address their client bases.
