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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.

Nearly a third of the market named a NaviPlan or Profiles product as their number one choice in financial planning software.

Industry analyst Joel Bruckenstein says that EISI is clearly the dominant player in the market, especially in terms of client satisfaction.

Read more in the December 2008 issue of Financial Planning magazine.