News
Announcements
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2008
April 24, 2008
New Versions of NaviPlan Software Coming Soon
Progress reporting tools help advisors build more profitable client relationships
April 16, 2008
New Versions of Profiles Software Coming Soon
Focus on retirement planning features that help advisors win more business
In the five to 10 years prior to entering retirement, people become more acutely aware of their future needs and make significant and often permanent decisions about their finances. They are more likely to take advice and even consolidate assets for easier income management. For millions of investors, that transition time is now.
2007
September 9, 2007
EISI Overhauls NaviPlan Standard
Emerging Information Systems Inc. (EISI), developer of NaviPlan and Profiles financial planning software, today announced a new, faster version of its goal-based program, NaviPlan Standard. "In NaviPlan Standard version 11.0, we focused on speed - both in terms of the user experience and software performance", says Dr. Mark Evans, President and CEO, EISI. "To identify key improvements, we closely examined how advisors use the program and how it responds."
May , 2007
EISI to Release Major Profiles Upgrade
Emerging Information Systems (USA) Inc., developer of NaviPlan and Profiles software, today announced it will release Profiles Professional version 8.0 and Profiles Forecaster version 3.0 on May 9, 2007. These highly anticipated releases are the first major upgrades for Profiles since EISI acquired it in August 2006.
April 3, 2007
NaviPlan Bulletin: Update on Vista issues in Windows-based formats
The purpose of this bulletin is to advise NaviPlan customers about issues that occur when the software is installed on a computer with Windows Vista, Microsoft's newest operating system.
March 22, 2007
NaviPlan Bulletin: Update on Vista issues in Offline format
The purpose of this bulletin is to advise NaviPlan customers about issues that occur when the software is installed on a computer with Windows Vista, Microsoft's newest operating system.
March 7, 2007
Profiles Bulletin: Windows Vista Issue
The purpose of this bulletin is to advise Desktop and Universal Desktop (UDA) users about compatibility issues between Profiles Professional and Profiles Forecaster and the Microsoft Windows Vista Operating System released on January 30, 2007. Profiles Forecaster v7.6 and Profiles Professional v2.5 will function with Windows Vista, however some issues have been found.
March 7, 2007
Profiles Bulletin: IE7 Issue
The purpose of this bulletin is to advise users about compatibility issues between Profiles Web-based applications and Internet Explorer version 7. Web-based versions of Profiles Professional v7.6 and Forecaster v2.5 will function with Internet Explorer version 7, however some minor issues have been found.
February 16, 2007
EISI’s latest NaviPlan release streamlines asset allocation, builds upon NaviPlan Central compliance tools, delivers 2007 tax updates
January 25, 2007
NaviPlan Bulletin: Windows Vista issue
The purpose of this bulletin is to advise NaviPlan customers about an issue with Microsoft's Windows Vista, to be released on January 30, 2007.
2006
December 1, 2006
NaviPlan Bulletin: patch released to address Internet Explorer 7 issue
To address an issue that exists when NaviPlan Standard Offline or NaviPlan Extended Offline is installed on the same computer as Microsoft’s recently-released Internet Explorer 7, EISI has just released a patch (version 10.1.1.2).
November 28, 2006
NAPFA Conference: Discount for EISI clients
It’s not too late for NaviPlan and Profiles users to get the early-bird discount for NAPFA’s Technology Tools for Today conference in Miami Beach, from
January 18 – 20.
September 14, 2006
EISI announces new additions, roles to executive team
Emerging Information Systems Inc. (EISI), developer of NaviPlan and Profiles+ financial planning software, today announced several changes to its executive team that stem from its recent Financial Profiles acquisition and continued commitment to customer service.
September 11, 2006
Commonwealth aligns with NaviPlan to support retirement income planning initiative
In line with the launch of its proprietary retirement income planning web portal, Commonwealth Financial Network now offers NaviPlan financial planning software to its network of registered representatives. NaviPlan is a web-based, integrated suite of tools designed to cover a wide range of scenarios, from simple planning concepts to in-depth financial plans.
August 31, 2006
EISI Acquires Financial Profiles
Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, today announced its acquisition of Financial Profiles, Inc., from The Hanover Insurance Group, Inc. (NYSE: THG).
July 12, 2006
Money Concepts® Moves to NaviPlan® Financial Planning Software Platform
Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, today announced that it was selected by Money Concepts Capital Corp. as its new vendor. In the initial phase, 600+ planners and advisors gained access to NaviPlan Central, an Application Service Provider (ASP) financial planning platform. As of July 1, 2006, an additional 250 planners and advisors gained access to the platform, which features online and offline planning capabilities.
May 4, 2006
NaviPlan Software Release to Address Evolving Market Needs
Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, today announced it will release NaviPlan USA Version 10.1 on May 12, 2006. This software release is a major upgrade, in terms of new planning features and usability enhancements, for NaviPlan Standard and NaviPlan Extended, in both the Offline and Web-based formats.
2005
December 12, 2005
EISI releases NaviPlan USA Version 10
Emerging Information Systems Inc. (EISI), the industry’s leading financial planning software developer, today released version 10 of NaviPlan Standard Offline (which is compatible with the NaviPlan Central format) and NaviPlan Extended Offline.
October 13, 2005
Northstar and NaviPlan Partnership Extends Wealth Management Offering
NorthStar Systems, a leading provider of enterprise wealth management solutions to the financial services industry, today announced a strategic partnership with Emerging Information Systems Inc. (EISI), the developer of NaviPlan software. This partnership brings the industry standard in financial planning, the NaviPlan Enterprise Solution, together with NorthStar’s Wealth Management offering to deliver the seamless integration that advisors and their firms demand.
May 23, 2005
EISI recognized as an industry leader by independent research firm
In its review of 10 U.S.-based software vendors, Forrester recognizes EISI as a leader for product direction, executive vision, partnerships, and product commitment. NaviPlan also received top marks for data integration, modes of access, management reporting, and scope of analysis.
April 20, 2005
Login to NaviPlan User Services
February 28, 2005
NASD Ruling - NaviPlan client reports have been updated. New version available for download
January 26, 2005
EISI Launches NaviPlan Central to Deliver Hosted Financial Planning Platform
Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, today launched NaviPlan Central, an Application Service Provider (ASP) platform. The new platform makes NaviPlan software available on a hosted server with a centralized database, and powerful business and compliance tools.
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