Enterprise solution
Advice management & delivery
Tap into EISI’s experience and expertise. Advice Fusion, EISI’s groundbreaking advice management platform, is a comprehensive suite of products and services that enables financial services firms to maximize their technology investments.
Advice Fusion integrates all aspects of advice delivery, including lead generation, lead management, financial planning, oversight, and ongoing customer service. It is designed to capitalize on the growing demand for self-service tools, deliver high-quality advice, and manage enterprise-wide activity to provide a consistent customer experience.
View the Advice Fusion demo:
Optimizing Advice Delivery and Management
Financial planning
The NaviPlan Enterprise Solution is a configurable financial planning platform for large-scale financial enterprises that can be integrated with your existing wealth management platform. Your organization can choose to implement the NaviPlan Enterprise Solution as-is, or modify it in more than a dozen
business-critical areas, including:
- Client reporting
- Data integration
- Asset allocation
- User interface branding
- Entitlements
- Collaboration
- Workflow
- Custom business rules
- Management reporting
- Technology
- Check-in / Check-out
- Training and Technical Support resources
Brochure: NaviPlan Enterprise Services Overview
Contact us
Partner with EISI to configure an advice management solution to fit your business objectives. Discuss your large-scale enterprise deployment with an EISI Representative:
- Telephone: (888) 692-3474, option 2
- Email: sales@eisi.com