News
Announcements
page 1 [2]
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.
2004
September 23, 2004
The Bank of New York's Pershing Unit to provide customers with access to NaviPlan Extended financial planning software
Pershing LLC, a member of BNY Securities Group and a subsidiary of The Bank of New York, will provide its nearly 1,100 customers and their investment professionals with access to NaviPlan Extended ®, a powerful financial planning tool developed by Emerging Information Systems Inc.
July 7, 2004
EISI Expands NaviPlan Product Shelf
Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, has expanded its retail product offering to include a browser-based format, called Offline. NaviPlan Standard USA and NaviPlan Extended USA are now available in the Offline format (version 9.0a), which offers a wide range of features that were previously only available in customized versions for large enterprises.
June 7, 2004
Welcome to the redesigned NaviPlan Web site
Welcome to the new NaviPlan Web site, where all the information you need is at your fingertips.
April 14, 2004
NaviPlan Adds Ibbotson Asset Allocation Option: Integrated Financial Planning Tools Provide Comprehensive Software Solution
Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, and Ibbotson Associates, a leading authority in asset allocation, today announced a new asset allocation option for NaviPlan USA browser-based applications.
2003
November 17, 2003
Yodlee and EISI partner to deliver advanced wealth management capabilities
YodleeInc., the trusted leader in enabling financial service providers to deliver superior online financial products and services, and Emerging Information Systems Inc. (EISI), North America’s leading financial planning software developer, today announced plans to seamlessly integrate their market-leading applications.
November 15, 2003
New tax legislation: Military Family Tax Relief Act
On Veterans Day (November 11, 2003) President Bush passed new taxation legislation. The Military Family Tax Relief Act of 2003 (the Act) grants specific tax relief to members of the military and their families EISI has determined that the Act neither impacts the functionality nor financial planning capabilities of NaviPlan, thus a new version of NaviPlan will not be released at this time.
September 17, 2003
Pershing LLC and EISI announce agreement to distribute leading-edge financial planning tool to broker-dealers
Pershing LLC, a member of BNY Securities Group and a subsidiary of The Bank of New York, and Emerging Information Systems Inc. (EISI), developer of NaviPlan financial planning software, today announced an agreement to provide Pershing’s introducing broker-dealer customers with access to NaviPlan Standard, a leading-edge financial planning tool.
May 29, 2003
New tax legislation: Jobs and Growth Tax Relief Reconciliation Act
The Jobs and Growth Tax Relief Reconciliation Act of 2003, which was signed by President Bush on May 28, contains several items that directly affect financial planning software. EISI is now working to incorporate these legislated changes into NaviPlan software, and the first patch release is tentatively scheduled for July.
May 15, 2003
Greene Consulting Announces Online Training Program Knowledge For NaviPlan through its SkillMark Platform
Greene Consulting Associates, LLC, in alliance with EISI, developer of NaviPlan financial planning software, today launched Knowledge For NaviPlan, a competency-based training program for financial professionals who use NaviPlan. Part of Greene Consulting's online SkillMark curriculum, Knowledge For NaviPlan is the first training program to deliver best practices in sales and client management within the framework of a software tool that supports the financial planning process.
April 16, 2003
AXA Advisors Moves to Web-based NaviPlan Platform to Gain Efficiencies in Wealth Management Market
EISI, developer of NaviPlan financial planning software, today announced that AXA Advisors, LLC, one of the premiere financial services companies in the U.S., is upgrading to NaviPlan’s state-of-the-art Web-based financial planning platform.
2002
April 17, 2002
Fidelity IBG selects NaviPlan
Fidelity Investments Institutional Brokerage Group today announced that it has entered into two strategic relationships to expand its wealth planning offering for Registered Investment Advisors (RIAs) and Correspondent Broker/Dealers....
2001
October 1, 2001
EISI Supports Siebel 7
EISI today announced its support for Siebel 7, the seventh major release of Siebel eBusiness Applications from Siebel Systems Inc., the world's leading provider of eBusiness applications software.
August 20, 2001
EISI Updates NaviPlan Software To Support New USA Tax Laws
Winnipeg, Canada, – EISI of Winnipeg, Canada, a leading provider of desktop and online financial planning software, is pleased to announce the USA versions of its NaviPlan software have been updated to support changes to the New Income and Estate Tax Legislation (Bill HR 1836) and provide users with maximum flexibility.
page 1 [2]
