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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).

As Joel Bruckenstein explains in FinancialAdvisorMagazine.com, the upgrades are significant.

“Profiles’ new retirement-scenario features will help advisors rapidly pinpoint strategies to achieve a client’s retirement accumulation and distribution goals,” he writes. Profiles Professional v9.0 enables advisors to run What-if scenarios on retirement needs, portfolio reallocations, and plan contributions, and then compare results for their clients in enhanced reports. With Profiles Forecaster v4.0, advisors can override system-derived defaults to customize Social Security assumptions.

Among numerous enhancements, NaviPlan Standard v11.2 includes new tools to facilitate quick plan updates. Explains Bruckenstein: “Advisors can use the Plan Update feature to make any necessary changes to income, expenses, asset values and liabilities. The resulting progress report shows year-over-year changes, compares outcomes and flags potential opportunities.”

Get the full story at FinancialAdvisorMagazine.com.