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.

“EISI has continued to do an excellent job of both enhancing the NaviPlan line of planning products and differentiating them,” writes Dave McClure in his article "Financial Planning Software Review" (Accounting Technology, February 2009), “NaviPlan Standard v11.2 includes a number of enhancements since v11.0. In the Web-based version, advisors can now leverage progress reporting features such as the Update Plan feature, the Plan Review Fact Finder, and the Progress report.”

“At a moderate price point, NaviPlan presents a strong and functional planning platform that easily scales from the fast assessment to the complex needs of the top 20 percent of planning professionals.”

Regarding Profiles Professional, McClure says “Profiles’ new retirement-scenario features, introduced with the upgrade to Version 9.0 in mid-2008, will help advisors rapidly pinpoint strategies to achieve a client's retirement accumulation and distribution goals. Advisors can run what-if scenarios on retirement needs, portfolio reallocations, plan contributions and other strategies; they can then compare and contrast results with the current plan. Reporting has been enhanced with client-friendly graphics and tables.” The review also touted Profiles Professional’s improved navigation and enhanced case management.

Read the review at WebCPA.com.