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.

Maureen Halushak, author of this month’s Investment Executive article titled "Shift takes hold of financial services industry" says the industry’s shift towards comprehensive financial planning in the nineties has led to a household practice over the past decade. “Half of all advisors’ clients now have a financial plan in place.” In Canada, most of those financial plans are being created on NaviPlan.

“Toronto-based Royal Bank of Canada, which uses NaviPlan software, plans to roll out a Web-based planning platform this autumn,” writes Halushak. “And Toronto-based Bank of Montreal is also set to launch a new NaviPlan platform this autumn, which will be used by all of the institution’s subsidiaries and divisions”

In September 2008, EISI released NaviPlan Standard Offline: a browser-based technology platform that features more dynamic design elements and exciting new planning features to help advisors quickly engage clients, tailor recommendations to their needs, and clearly illustrate strategies with compelling reports.

Read the full article at InvestmentExecutive.com.