Emerging Information Systems Financial Planning Software

New financial planning tools provide interactivity, and hopefully more comfort to invest

Wed 12 Jan 2010 12:00:00 CST

Back to basics tools - Presentation Module and Retirement Customer Facing Application (CFA)

Retirement CFA provides advisors the ability to attract prospects and generate qualified leads

Wed 12 Jan 12:00:00 CST

Profiles Professional adds Retirement Customer Facing Application (CFA)

SPF Advisors benefit from integration with EISI's Profiles Forecaster into dataVISION

Fri 17 Dec 2010 12:00:00 CST

SPF advisors can now import data from dataVISION into Profiles Forecaster.

EISI's product upgrades allow financial advisors to collaborate more effectively with their clients

Fri, 10 Dec 2010 12:00:00 CST

InvestmentNews.com reviews the latest releases of NaviPlan & Profiles software.

EISI upgrades product lineup, adds new tool, and new data integration

Wed, 1 Dec 2010 12:00:00 CST

FinancialAdvisorMagazine.com highlights key additions to EISI's applications.

EISI climbs up the ladder in Software Magazine's 28th annual Software 500

Tues, 30 Nov 2010 12:00:00 CST

EISI climbs 18 spots in the listing of the 2010 top 500 software companies worldwide.

EISI Launches New Versions of NaviPlan and Profiles Planning Software

Tues, 30 Nov 2010 12:00:00 CST

New releases of NaviPlan Select, Profiles Forecaster and Profiles Professional

NaviPlan Select, "Best in Show" according to Aite Group

Fri, 15 Oct 2010 12:00:00 CST

Review of NaviPlan Select by Aite Group.

EISI Unveils the Latest in Intelligent Financial Planning Software

Mon, 12 July 2010 12:00:00 CST

NaviPlan Select launches

Financial planning moves up priority list at banks

Wed, 23 Jun 2010 12:00:00 CST

Financial planning is gaining momentum in banks.

NaviPlan and Profiles retirement planning features make them a must for a planner's toolbox

Wed, 23 Jun 2010 12:00:00 CST

WebCPA review of NaviPlan and Profiles retirement planning packages.

Now Available – Exciting New Versions of Profiles Software!

Fri, 7 May 2010 16:36:55 CST

Enhanced user interface design sure to improve performance and usability.

Profiles and NaviPlan help advisors give clients a more realistic view

Mon, 19 Apr 2010 12:08:19 CST

A “basic analysis” used to describe the ability to assess a client’s current financial position, net worth, goals, and willingness to take risks. These days the term describes the ability to give clients the most realistic view of their financial future.

EISI among Canada’s top-performing technology companies

Mon, 19 Apr 2010 11:45:51 CST

For a seventh consecutive year, EISI is ranked among the best in Canada according to the Branham Group’s annual Branham300 list of Canada’s top-performing technology companies.

EISI celebrated for its performance despite a negative economy

Thu, 15 Apr 2010 08:41:42 CST

EISI's stellar growth despite a troubled economy has landed it on Manitoba Business Magazine's 40 Fastest-Growing Companies for 2010.

Multi-billion dollar financial enterprise launches exciting new technology built by EISI

Wed, 17 Mar 2010 19:01:18 CST

Sun Life Financial, an international financial services provider that manages $433 billion in assets, is taking a new, more client-centered approach to planning with EISI’s technology at the foundation.

NaviPlan recognized as the leading financial planning software in terms of users

Thu, 4 Mar 2010 07:40:57 CST

January’s ‘Winning Tactics’ report published by Tiburon Strategic Advisors provides readers with an ‘initial understanding of the key winning tactical strategies’ when it comes to the variety of financial planning software options.

EISI Launches New Profiles Versions

Fri, 15 Jan 2010 12:52:21 CST

EISI today announced that new versions of Profiles Professional and Profiles Forecaster are now available. The updates, including new reporting features and intuitive design enhancements, are well received by advisors.

New version of Profiles software substantially reduce the time it takes to create reports

Sun, 10 Jan 2010 20:18:44 CST

EISI’s January 2010 upgrade to the Profiles product line has garnered industry acclaim from Joel Bruckenstein, contributor to FinancialAdvisorMagazine.com , and Davis Janowski, author for InvestmentNews.com.

EISI the most popular software vendor for today’s planner

Fri, 8 Jan 2010 12:29:15 CST

Joel P. Bruckenstein’s 2009 Software and Technology Survey, published by FinancialPlanning.com, describes the state of the most popular tech tools of the trade at decade’s end. With respect to financial planning software, EISI finished on top.

Discount on Technology Tools for Today Conference!

Mon, 21 Dec 2009 14:29:12 CST

Planning to attend the 2010 Technology Tools for Today (T3) Conference in La Jolla, CA? As an EISI customer, you are entitled to a $150 discount on the registration fee.

EISI is a Manitoba favourite

Sat, 31 Oct 2009 16:17:19 CST

For the third consecutive year and in spite of tighter competition, EISI has been named one of Manitoba's Top Employers by editors at Mediacorp Canada, Inc.

NaviPlan & Profiles Software Compatible with Windows 7

Thu, 22 Oct 2009 10:22:19 CST

EISI’s NaviPlan and Profiles applications are compatible with Microsoft's Windows 7, which was released October 22, 2009.

Monte Carlo simulation a questionable planning tool?

Tue, 22 Sep 2009 13:14:15 CST

Monte Carlo simulation is a popular tool used by advisors to provide clients with an estimate of the odds of reaching financial goals in the future, such as retirement. It is good for helping advisors demonstrate the ups and downs of the market to their clients, but because it failed to predict the market downturn that hit in late 2008 the validity of Monte Carlo is being questioned for its ability to quantify risks.

EISI’s NaviPlan and Profiles software will be ready and waiting for the release of Microsoft’s Windows 7 OS

Tue, 18 Aug 2009 17:56:10 CST

In anticipation of the release of Microsoft's Windows 7 operating platform on October 22, 2009, compatibility testing for NaviPlan and Profiles software is well underway.

Compatibility testing for NaviPlan & Profiles Software is Underway

Tue, 11 Aug 2009 11:19:15 CST

October 22 marks the release date of Microsoft’s Windows 7 operating system (OS). Explains Davis Janowski in his Investment News article titled Windows 7: What Advisers Need to Know, Windows 7 is a sleeker, faster, more stable version of its predecessors, notably Vista.

Dr. Mark Evans, President & CEO of EISI, Wins Distinguished Service Award

Thu, 28 May 2009 12:51:19 CST

Dr. Mark Evans, EISI's President & CEO and a graduate of the University of Manitoba, received the prestigious Distinguished Service Award from the university for his innovation and leadership in the area of computer science and for his accomplishments in Manitoba.

Winnipeg home to some of the smartest, most leading-edge tech companies

Tue, 5 May 2009 10:12:46 CST

Winnipeg is home to a growing group of innovative technology companies that boast highly desirable work environments and are exerting a world-wide presence, writes Martin Cash, business writer for the Winnipeg Free Press.

EISI continues to climb the Branham300, Canada’s most comprehensive ranking of IT companies

Fri, 24 Apr 2009 10:32:01 CST

The Branham Group has just released its 16th annual Branham300 list of Canada’s highest-performing technology companies with combined revenue exceeding $70 billion for the first time since the Branham300’s inception.

Invest in a sure-thing: Profiles and NaviPlan are must-have planning solutions

Mon, 6 Apr 2009 18:01:42 CST

Ted Needleman, in his financial planning software review for Accounting Today, says these volatile market conditions have turned even the most basic financial analysis into a moving target, which means advisors are looking to invest their technology dollars in a sure-thing. EISI’s four top-selling applications are included in Needleman’s recommended toolkit.

EISI Unveils Bear Market Plan for Advisors

Wed, 11 Mar 2009 12:14:19 CST

Free training and marketing resources help advisors bullet-proof their practice and get more referrals.

EISI's financial planning software may be the key to the long-term success of your practice

Mon, 9 Mar 2009 17:01:51 CST

Due to the uncertainty created by the current financial crisis and the new regulatory and tax code changes proposed by the Obama administration, 'Financial planning software may be the most important piece of technology an advisor has in his arsenal to ensure an existing client has the right roadmap going forward.' says Marc Butler in his article Enhanced software tackles the crisis (Boomer Market Advisor Magazine, March 2009).

EISI holds its award-winning leadership position

Wed, 25 Feb 2009 17:35:59 CST

EISI has been awarded the CPA Wealth Provider Financial Planning Award in the Software Vendor category. This marks the fifth consecutive year EISI has received this award.

EISI continues to explore the 'bleeding edge' in financial planning software

Fri, 2 Jan 2009 12:40:40 CST

In his article "Technology and Your Future" (Financial Advisor, January 2009), David J. Drucker recaps sessions at the Technology Tools for Today® conference.

NaviPlan & Profiles Software Are Worthy Investments for 2009

Mon, 15 Dec 2008 19:01:02 CST

Accounting Today paneled high-profile technology experts to determine which tools CPA firms should be investing in and to predict how changes in technology will affect the accounting landscape in 2009.

Fidelity Investments launches a $50 million wealth management platform powered by EISI technology

Tue, 9 Dec 2008 15:35:27 CST

Fidelity Investments has just announced the revolutionary release of Fidelity WealthCentral®, a powerful Web-based wealth management platform that leverages EISI’s NaviPlan Central ASP technology and software.

EISI’s financial planning software still the No.1 choice among advisors

Thu, 27 Nov 2008 10:30:17 CST

In Financial Planning magazine’s second annual software survey of more than 350 advisors, EISI maintained its lead as the most widely-used vendor of financial planning software.

EISI continues to be a leader among the top financial planning software vendors, reports Celent

Mon, 24 Nov 2008 12:01:52 CST

EISI’s NaviPlan and Profiles software were again ranked in the top quartile among financial planning technology vendors in Celent’s ABCD Vendor View report.

EISI lands sweet spot on Software Magazine’s 2008 Software 500 list

Mon, 27 Oct 2008 11:55:42 CST

EISI’s phenomenal growth rate in fiscal 2007 landed it a coveted spot on Software Magazine’s list of the world’s largest software and service providers.

Four of Canada’s 'big six' financial institutions use EISI’S NaviPlan to offer more holistic client services

Mon, 6 Oct 2008 11:38:11 CST

This autumn marks a major milestone for EISI with four of Canada’s top six financial institutions deploying the latest NaviPlan technology.

EISI among the province's most desirable places to work

Mon, 6 Oct 2008 10:46:11 CST

For the second consecutive year; EISI has made Manitoba’s list of top employers.

EISI Introduces New Software for Canadian Advisors

Mon, 22 Sep 2008 13:40:44 CST

EISI today announced a new product for advisors called NaviPlan Standard Offline. The development objectives for NaviPlan Standard Offline centred on accelerating the financial planning process and helping advisors build more profitable client relationships.

ASP platform increasing in popularity, says EISI product expert

Fri, 12 Sep 2008 14:11:10 CST

While the features and functionality in financial planning software packages continuously evolves; the way advisors access their software has changed dramatically over the past few years.

EISI Set to Launch New Financial Planning Program in Canada

Thu, 14 Aug 2008 13:29:31 CST

In August 2008, EISI will launch an exciting financial planning program for Canadian advisors: NaviPlan Standard Offline.

EISI set to facilitate advisors’ back-office activities

Mon, 11 Aug 2008 16:46:30 CST

Explains Antoinette Alexander in her Accounting Technology article The Art of Aggregation, account aggregation has “become ingrained in the online banking and wealth management services offered by financial institutions.”

EISI Rolls Out New Versions of Profiles and NaviPlan Software

Wed, 9 Jul 2008 19:44:21 CST

Emerging Information Systems Inc. (EISI), developer of NaviPlan and Profiles financial planning software, today announced software upgrades for both product suites. New versions of Profiles Professional and Profiles Forecaster are scheduled for release in mid-July 2008. The NaviPlan Standard upgrade is now available.

EISI releases new versions of Profiles & NaviPlan

Wed, 9 Jul 2008 19:32:16 CST

EISI has just announced new releases of its Profiles and NaviPlan products (Profiles Professional v9.0; Profiles Forecaster v4.0; NaviPlan Standard v11.2).

New way to purchase Profiles & NaviPlan

Mon, 9 Jun 2008 10:15:00 CST

Profiles and NaviPlan software and additional materials can now be purchased via EISI’s Web site.

NaviPlan & Profiles are a world-class toolset

Mon, 2 Jun 2008 10:50:45 CST

In Accounting Today’s 2008 roundup of retirement planning applications, author Dave McClure explains that while retirement planning functions don’t tend to change much from year to year, NaviPlan and Profiles are evolutionary.

NaviPlan Extended earns top marks in CPA Technology Advisor’s annual review of estate planning systems

Wed, 28 May 2008 19:28:19 CST

With an overall rating of five out of a possible five stars for ease-of-use, basic functionality, calculations, presentation tools, training and support, and relative value; NaviPlan Extended shines in the CPA Technology Advisor’s annual review of estate planning systems.

New Versions of NaviPlan Software Coming Soon

Thu, 24 Apr 2008 14:58:22 CST

Progress reporting tools help advisors build more profitable client relationships

New Versions of Profiles Software Coming Soon

Thu, 17 Apr 2008 10:51:03 CST

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.

EISI earns spot on Canada's premier ranking of IT companies

Fri, 28 Mar 2008 17:57:59 CST

In its continued effort to highlight Canada’s top IT companies, the Branham Group has just released its annual Branham300 Top Technology Companies list, which has become the premier ranking of Canadian tech companies.

EISI’s pre-eminent planning tools in the top quartile, reports Celent

Fri, 28 Mar 2008 17:46:22 CST

Celent LLC, a research firm in Boston, recently evaluated 15 retirement-planning applications for their ability to handle the post-accumulation planning phase. Included in Celent’s detailed ABCD Vendor View report, which looks at Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Client Services, were EISI’s industry-leading applications: NaviPlan Standard, NaviPlan Extended, and Profiles Professional.

Impossible to be all things to all people? EISI comes close.

Mon, 17 Mar 2008 14:23:17 CST

'EISI is one of the strongest developers in the software market for financial planning, including the front-end processes of basic analysis,' writes Dave McClure in his software review 'One Size Doesn’t Fit All' for WebCPA.

NaviPlan & Profiles: Best in class

Thu, 7 Feb 2008 13:30:19 CST

In this time of economic uncertainty, investors are looking to modify and in some cases recreate their financial plans to improve their personal financial outlook.

Fidelity’s revolutionary WealthCentral platform a conglomerate of best-of-breed technology

Tue, 11 Dec 2007 19:42:50 CST

To provide a centralized, integrated, platform from which to deliver customer relationship management, financial planning, and back-office services to its independent RIA's; Fidelity has engaged in a $50 million dollar project that will bring the best-of-the-best together in a single platform.

Financial Planning Software Survey: EISI is the most popular planning software company

Tue, 4 Dec 2007 16:53:11 CST

The first annual software survey by Financial Planning magazine reveals that EISI's financial planning programs are the most widely-used tools. In this survey, 22% of respondents name Profiles as their software of choice and 15% use NaviPlan. The article states: EISI's total of 37.2% makes it your most popular planning software company.

Four wins in a row!

Sat, 1 Dec 2007 14:11:02 CST

For the fourth consecutive year, EISI has been awarded the CPA Wealth Provider Financial Planning Award in the Software Vendor category.

Financial Planning key to differentiation in the banking business

Thu, 15 Nov 2007 16:18:00 CST

Banks are struggling to differentiate themselves in what has become a relatively homologous industry, writes David Port in the article “Have it Your Way” for Bank Advisor magazine. However, they are learning to compete more effectively by implementing financial planning tools that accommodate the delivery of unique services.

Can't go wrong with NaviPlan Standard version 11.0

Tue, 13 Nov 2007 10:13:17 CST

“Version 11 is like a breath of fresh air. It has a clean, intuitive feel to it, and it is much more responsive. New menus, a new layout, and new features trump any minor failings. NaviPlan Standard 11 is a winner!” writes Joel Bruckenstein for FinancialAdvisorMagazine.com.

Financial planning software to handle a phased retirement

Thu, 1 Nov 2007 10:21:57 CST

Retirement is a continuum; a sequence of experiences that represent different needs. Writes Mike Werling in the article “Planning software for the Boomer Future”, Boomer Market Advisor magazine, the wants and needs of a person at age 65 are quite different from that of an 80-year-old.

EISI named one of Manitoba’s Top Employers

Mon, 15 Oct 2007 15:00:19 CST

One of only 15 companies to make this prestigious list; EISI has been named one of Manitoba’s Top Employers for 2008.

NaviPlan Standard v11.0 is a better, faster planning tool

Fri, 07 Sep 2007 23:55:02 CST

The latest version of NaviPlan Standard, version 11.0, is built on EISI's next-generation architecture to give advisors faster results. The goal with this release was to design an application around the computer usage patterns of advisors, so EISI commissioned a usability study to do just that.

EISI Overhauls NaviPlan Standard

Fri, 07 Sep 2007 23:22:21 CST

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.

EISI customers: Save 50% on the cost of your 2008 Technology Tools for Today conference registration

Mon, 23 Jul 2007 15:03:59 CST

EISI and Virtual Office News have partnered to reduce registration costs for the 2008 Technology Tools for Today conference.

More economical, faster to deploy, continually updated: Top tech companies offer their take on hosted solutions

Sun, 01 Jul 2007 17:45:11 CST

For the middle market financial planning firm that can't afford either the upfront costs associated with deploying an internally-hosted financial planning platform or the IT staff required to maintain one, companies such as EISI have created third-party hosted solutions.

EISI's first major Profiles release is not to be underestimated

Sun, 01 Jul 2007 17:02:17 CST

Since EISI's acquisition of Profiles last August, the more than 50,000 users of Profiles software have been wondering what would become of their planning tool. Would it become obsolete in NaviPlan's shadow or a NaviPlan clone, or would EISI's proven expertise in the industry result in a stronger application?

Profiles & NaviPlan serve niche retirement planning market

Mon, 04 Jun 2007 16:27:59 CST

It's no coincidence that financial planning technology developers like EISI are beefing up the retirement planning capabilities in their software. Dave McClure's software review Retirement Planning Rapidly Emerging as a Software Specialty describes how the best technology on the market today is facilitating four distinct areas of practice: goal-based planning, retirement planning, estate planning, and asset allocation.

5 Stars for NaviPlan Extended: EISI's most powerful system

Thu, 24 May 2007 16:38:12 CST

You strive to make assumptions that will help your clients accumulate, preserve, and distribute their assets while minimizing taxes so that they can enjoy their wealth. However, estate and gift tax planning is a daunting task that requires a sophisticated understanding of state and federal tax laws, and the legal procedures for reducing taxes.

Fidelity unveils new system for RIAs using EISI technology

Wed, 09 May 2007 13:39:16 CST

Fidelity Investments and EISI have created an online advisor platform that delivers planning tools, integrates with Advisor CHANNEL (Fidelity’s brokerage platform), and enables advisors to accomplish multiple data management tasks in a single screen.

EISI to Release Major Profiles Upgrade

Wed, 02 May 2007 14:58:54 CST

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.

NaviPlan Bulletin: Update on Vista issues in Windows-based formats

Tue, 03 Apr 2007 15:19:27 CST

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.

EISI among Canada's top tech companies

Mon, 26 Mar 2007 08:22:19 CST

EISI's sustained growth in 2006 and ability to enhance business processes and productivity with financial planning software has landed it on the Branham Top 250 Canadian Tech Companies list for the third consecutive year.

NaviPlan Bulletin: Update on Vista issues in Offline format

Thu, 22 Mar 2007 17:58:27 CST

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.

EISI's software runs the gamut of financial planning and needs analysis tools

Mon, 19 Mar 2007 15:36:01 CST

Whether you're looking for a high-end planning tool to manage millions of dollars in assets, or a simple tool to do annual tax preparation, EISI has an affordable solution to meet your business needs. Ted Needleman's webcpa.com article Affordable Planning Software Can Speed Your Practice Niche highlights the top software packages on the market today in terms of affordability. Among the software listed are NaviPlan Standard and Profiles Forecaster.

EISI's latest NaviPlan release streamlines asset allocation, builds upon NaviPlan Central compliance tools, delivers 2007 tax updates

Fri, 16 Feb 2007 13:59:05 CST

EISI's latest NaviPlan release streamlines asset allocation, builds upon NaviPlan Central compliance tools, and delivers 2007 tax updates. Version 10.2 will be available for download February 17, 2007.

NaviPlan Bulletin: Windows Vista issue

Thu, 25 Jan 2007 17:21:20 CST

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.

EISI’s NaviPlan and Profiles among the Top 100

Fri, 22 Dec 2006 15:02:03 CST

WebCPA's annual review of the top 100 financial planning technology tools includes a look at both the NaviPlan and Profiles product lines.

EISI focused on getting its software to do what the user wants

Fri, 15 Dec 2006 10:16:10 CST

EISI, developer of NaviPlan and Profiles, is getting set to launch new versions of both product lines in the New Year. The Investment Advisor article Plug 'N Play takes a closer look at both applications and the direction in which EISI is guiding them.

EISI in the big leagues

Fri, 8 Dec 2006 09:48:00 CST

EISI’s acquisition of its largest competitor has catapulted the company to the top of the financial planning technology world on a global scale, according to an Investment Executive article titled EISI’s Acquisition Puts it in Big Leagues.

NAPFA Conference: Discount for EISI clients

Tue, 28 Nov 2006 19:05:21 CST

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.

NaviPlan Bulletin: Internet Explorer 7 issue

Thu, 23 Nov 2006 15:55:35 CST

EISI is currently addressing 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's significant contribution to the financial planning industry earns the company a third consecutive win

Thu, 23 Nov 2006 15:18:51 CST

EISI is a three-time winner (2004, 2005 & 2006) of the CPA Wealth Provider Financial Planning Awards in the Software Vendor category.

NaviPlan tells it like it is

Fri, 29 Sep 2006 15:59:34 CST

A Winnipeg-based firm is the driving force behind the financial planning software used by many of the largest financial planning companies in North America and more than 120,000 advisors.

EISI announces new additions, roles to executive team

Thu, 14 Sep 2006 10:39:10 CST

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.

Commonwealth aligns with NaviPlan to support retirement income planning initiative

Mon, 11 Sep 2006 10:36:49 CST

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.

EISI acquisition of Financial Profiles makes headline news across the industry

Thu, 7 Sep 2006 15:07:41 CST

Picked up by business and financial publications throughout North America is news that EISI, developer of NaviPlan financial planning software, has rocked the financial planning market with its purchase of one of its leading competitors.

EISI Acquires Financial Profiles

Thu, 31 Aug 2006 14:16:11 CST

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).

NaviPlan version 10.1 a “significant upgrade”

Tue, 1 Aug 2006 14:19:11 CST

Significant enhancements to NaviPlan version 10.1 are delivering quick methods of treating, proposing, and comparing multiple retirement scenarios. In his FinancialPlanning.com software review called An Explosion of Enhancements, Joel Bruckenstein describes NaviPlan version 10.1 as being “a significant upgrade”.

Money Concepts Moves to NaviPlan Financial Planning Software Platform

Wed, 12 Jul 2006 14:39:12 CST

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.

NaviPlan heeds advisors’ calls for help with retirement distribution planning

Tue, 11 Jul 2006 09:11:08 CST

Retirement Planning: Keying Into Income Needs by Melanie Waddell, a feature in the July 2006 issue of InvestmentAdvisor.com, describes how two of the top financial planning software providers are tuning into advisors needs to help them model What-if scenarios and capitalize on the retirement distribution trend.

NaviPlan simplifies retirement and estate planning

Fri, 30 Jun 2006 19:11:53 CST

Dave McClure’s latest software review for WebCPA.com, called Evolution, Not Revolution, In Estate/Retirement Planning, describes how NaviPlan is removing some of the complicated aspects of retirement and estate planning.

NaviPlan represents a lot of technical research and expertise

Tue, 27 Jun 2006 11:43:58 CST

Achieving an overall rating of 4.5 stars of a possible five in The CPA Technology Advisor's June/July 2006 Review of Estate Planning Systems, NaviPlan Extended receives top marks for its robust calculations, client-friendly presentation tools, and for the outstanding customer service, training, and support that comes with a license.

Celent Report Gives Top Marks to EISI

Tue, 13 Jun 2006 20:11:27 CST

Celent's May 2006 report, Ranking the Vendors of Wealth Management Technology 2006: Financial Planning states: “Within the ‘breadth of functionality' category, EISI receives the highest score…” Factors assessed in this category include features (per vendor comparisons), ease of use, and flexibility of the system.

NaviPlan helps advisors accomplish more in less time

Thu, 1 Jun 2006 11:29:03 CST

Improving advisor efficiency is what financial planning software is designed to do. In the June 2006 issue of NAPFA Advisor, Dr. Linda Strachan, VP Product Marketing, EISI, explains which process improvements are key.

NaviPlan Software Release to Address Evolving Market Needs

Thu, 4 May 2006 11:09:26 CST

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.

NaviPlan is among the top technology partners to help advisors be more efficient and offer more services

Wed, 19 Apr 2006 13:56:23 CST

Although financial planning technology is still the most complained-about aspect of running a financial services practice, industry-leading NaviPlan software has made great strides to simplify the most redundant tasks (i.e. data entry) and help advisors efficiently deliver new and existing services.

NaviPlan at the forefront of Edward Jones' big technology project for 2006

Wed, 12 Apr 2006 12:29:35 CST

NaviPlan technology is being integrated with Edward Jones’ portfolio-management system to provide the investment dealer with a holistic wealth-management solution. The Investment Executive article “Integration Key to Software Solutions” by Jim Middlemiss quotes head of Canadian operations at Edward Jones in Mississauga, Ont. Gary Reamey: “We want the ability to have a fully integrated plan.”

NaviPlan is the software that most clearly reflects and analyzes your clients needs

Tue, 4 Apr 2006 15:18:27 CST

The financial services industry is heating up—Baby Boomers are planning for retirement, and the latest financial planning applications are increasing the capabilities of advisors as they meet the emerging needs of this mass market head-on.

EISI ranks among the top IT companies in Canada

Fri, 10 Mar 2006 16:32:14 CST

For the third year running, EISI has earned a place on the Branham300 listing of the top 250 IT companies in Canada.

EISI / NaviPlan on top of the retirement planning evolution

Fri, 10 Mar 2006 15:55:38 CST

The progression of Baby Boomers towards retirement is calling for a paradigm shift in financial planning that requires planners to acquire new skills, and the developers of their analytical tools to revise the technology.

NaviPlan 10.0 gives advisors an effective means of presenting risk and income options to clients

Fri, 6 Jan 2006 15:17:38 CST

NaviPlan is the tool for advisors who need a quick system to assess progress toward retirement, education, and major purchase goals, and for the upper 20 percent of professionals and practices that need more extensive tools to focus on wealth management rather than creation of simple plans.

NaviPlan among the high-end financial planning software to top WebCPA’s list for 2006

Fri, 6 Jan 2006 11:22:52 CST

“NaviPlan simplifies the planning process,” reports WebCPA in its 2006 Top 100 Products listing. “Its fully integrated design with easy-to-use analysis levels lets advisors select the planning features that will most efficiently address each client case.”

Industry leader, NaviPlan, has been revamped and simplified

Sun, 1 Jan 2006 21:22:23 CST

Including all the bells and whistles a sophisticated advisor may want but with new features that vastly improve its usability; NaviPlan Extended is being touted as the most improved software package of ‘the big four’ reviewed in Andrew Gluck’s THE GLUCK REPORT: Financial Planning’s Future at InvestmentAdvisor.com.

EISI releases NaviPlan USA Version 10

Mon, 12 Dec 2005 19:55:21 CST

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.

Rookie of the Year: NaviPlan Central

Thu, 8 Dec 2005 14:02:19 CST

For breaking new ground and holding great promise for the future, EISI’s NaviPlan Central wins Joel Bruckenstein’s ‘Rookie of the Year’ award. This is the second time in three years that an EISI innovation has achieved Bruckenstein’s annual honor.

NaviPlan reinvented in 2005

Thu, 8 Dec 2005 09:12:44 CST

The new look and feel of NaviPlan is improving the user experience. Joel Bruckenstein’s The Technology Year in Review, published at Morningstar.com, highlights some of the big changes that happened to the NaviPlan product line in 2005.

NaviPlan is helping advisors show Boomers their options

Thu, 1 Dec 2005 17:02:03 CST

Ready to start spending, the now-retiring Baby Boomer generation is creating opportunities for the financial services industry that financial planning software developers are helping advisors realize.

NaviPlan ready for the rise of distribution planning

Thu, 1 Dec 2005 07:45:17 CST

With the first of the Baby Boomers reaching retirement age in 2006, advisors are anticipating the transfer of an estimated $20 trillion in retirement assets held by retiring Baby Boomers within a decade or so.