Free, Live Product Demos & Training
 |
|
 |
| |
Find out which program is best for you
EISI offers the broadest selection of financial planning software. We’ll help you determine which program is best for your practice. Attend a live, Web-based session to talk to a financial planning professional or download a recorded demo. |
|
|
|
Register for a live demo
NaviPlan Standard
 Tuesday, February 4 10:00 AM CT
NaviPlan Extended
Thursday, February 11 10:00 AM CT
Profiles Forecaster
Thursday, February 18 10:00 AM CT
Profiles Professional
Thursday, February 25 10:00 AM CT
|
|
 |
|
 |
| |
|
|
 |
| |
Learn how to excel in this bear market
In the Web-based training session Answering Clients’ Bear Market Questions, a product expert will show you how to create plans and client reports that effectively address clients’ top concerns in this market.
Note: These sessions assume you have a little experience using NaviPlan Standard or Profiles Professional. |
|
|
|
View recorded demos
The live Web-based training sessions have ended; however, a recorded session is available for you to view at your own convenience.
NaviPlan Standard
 View Video Clip
Profiles Professional
View Video Clip
|
|
|
|
 |
|
How to participate
Once you have registered, WebEx will email a meeting invitation to you that provides you with the required login information and participation instructions.
If you are new to WebEx, please join the event 15 minutes prior to the start time to allow for the related WebEx browser extensions to download. Existing WebEx users, please join the event 10 minutes prior.
If you experience any difficulties with the WebEx session, please contact the WebEx support team at 1-866-779-3239.
|
Products & Solutions