NaviPlan Extended USA
Cost & licensing
Please note: All pricing is subject to change. Prices are quoted in USD.
| NaviPlan Extended single unit subscription pricing | ||
| Basic subscription | $1,299.00 |  |
| NaviPlan Central NPE | $1,498.00* | |
| + user-defined asset allocation | Included | |
| + Ibbotson Security Classifier | $200.00 | |
| + Ibbotson Security Classifier + Ibbotson Mean Variance Optimizer |
$300.00 | |
*Please note that a $30 USD one-time hosting set-up fee applies to each NaviPlan Central license.
Included with your Standalone Desktop license
NaviPlan Offline software is licensed per unit on an annual subscription basis. Included in your NaviPlan Offline license:
- Training resources and technical support
- Annual product updates
- Updates for legislative changes, as required
Included with your NaviPlan Central (Web format) license
NaviPlan Central is the Web-based format of NaviPlan software. NaviPlan Central is licensed per unit on an annual subscription basis. Included in your NaviPlan Web license:
- Important business and compliance resources
- Access to both desktop and Web formats of NaviPlan Extended
- A secure, centralized database with regular back-ups
- Training resources and technical support
- Annual software upgrades and enhancements
- Quarterly updates for Ibbotson asset classifiers and return rates (if applicable)
- Updates for legislative changes, as required
Discounts
Discounts are available based on volume, long-term commitment, and affiliation with a particular company. A discount also applies to a license for your assistant. Contact an EISI Representative to learn more.
Contact us
To license NaviPlan, click a Buy button (above). To speak to an EISI Representative and for more details about applicable discounts, email or telephone us at:
- (888) 692-3474, option 2
- sales@eisi.com
Not ready to subscribe?
Download a 30-day trial. Once your 30-day trial period is complete, purchase a NaviPlan license, and then the client files you had created during your trial will be restored. Your NaviPlan license can be authorized and activated the same day you telephone in your subscription.
