News

EISI Introduces New Software for Canadian Advisors

NaviPlan Standard Offline Well Received by Major Firms

Winnipeg, MB, Canada, September 22, 2008 -- Emerging Information Systems Inc. (EISI), North America’s largest financial planning software developer, today announced a new product for advisors called NaviPlan Standard Offline. The launch marks a major milestone in EISI's next-generation platform.

NaviPlan Standard Offline is built on a browser-based technology platform, which facilitates more dynamic design elements than its Windows-based predecessor. The program helps advisors quickly engage clients, tailor recommendations to their needs, and clearly illustrate strategies with compelling reports.

“NaviPlan Standard Offline is a significant software advancement in the Canadian financial services market,” said Dr. Mark Evans, President and CEO, EISI. “Many of the industry’s most prestigious organizations, including Canada’s four largest banks, have committed to equipping their advisors with this state-of-the-art planning tool.”

The development objectives for NaviPlan Standard Offline centred on accelerating the financial planning process and helping advisors build more profitable client relationships. Features include:

Client engagement tools – Pre-planning tools, such as calculators and assessments, provide quick analysis to help advisors engage clients and prospects in advice-based relationships.
Easy-to-use planning levels – Advisors can tailor recommendations to clients’ needs using a Level 1 plan or a more advanced Level 2 plan. In either level, the software will quickly explore multiple What-if scenarios and compare results with colourful side-by-side graphics. Data entry requirements are streamlined using a unique drill-down feature.
Compelling client reports – Easy-to-understand text and graphics help advisors to counsel clients on financial planning strategies and illustrate the value of professional advice.

“This product launch sets the stage for more exciting developments coming in 2009, for both NaviPlan Standard and NaviPlan Extended customers,” said Evans. “We’re focused on developing software solutions that will greatly enhance the planning process for advisors.”

The Offline format of NaviPlan Standard is now available, at no additional cost, to current subscribers of the Windows-based format. For new subscribers, the cost of an annual NaviPlan Standard Offline license is $599.Additional details are available on the Web site: http://www.eisi.com/products/cdn/standard/index.htm.

About EISI
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of financial planning tools in North America. Industry-leading financial planning software, combined with incomparable service and unrivaled scale, makes EISI the choice technology partner of more than 250,000 financial professionals.

For more information or to arrange a demo, contact:
Cindy Bennett
Director, Marketing
Emerging Information Systems Inc. (EISI)
888.692.3474 ext. 3121
cindy.bennett@eisi.com