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.

Among the most popular choices are EISI’s NaviPlan and Profiles tools.

Writes McClure of the NaviPlan product line: “NaviPlan is software designed to help accountants and planners attract more clients, increase assets under management and sell more products and services… NaviPlan is the software package that most clearly reflects an understanding of goal-based planning and efficiently manages the differing levels of client needs.

With continuing enhancements since its introduction in 1995, it remains one of the strongest and most flexible planning systems in the marketplace and a likely choice for accountants at both the entry and top levels of client financial management.“

McClure raves about the substantial upgrades to Profiles Professional that hit in version 8.0 last year, and says the changes are making it a winner in all financial planning circles: “Profiles Professional [version 8.0] is a substantial expansion of previous versions that offers the same levels of detail and modular approach, but in a package with a clearer vision of the client/accountant relationship and with new features well suited to the many facets of financial planning.”

Read the review of NaviPlan and Profiles starting on page 3 at WebCPA.com.