Our latest version of naviplan includes new client reports to support client estate planning needs. Eisi, a portfolio company of birch hill equity partners, provides needsassessment and financial planning tools under its naviplan and profiles software brands to more than 250,000 financial. Income, expenses, and savings could all be projected, along with the growth on those savings over time, creating a rigorous financial plan that substantiated a standalone financial planning. Our advisor software can scale for any client need. About eisi eisi, developer of naviplan and profiles software, offers the broadest selection of needsassessment and financial planning tools in north america. Zywave completes acquisition of eisi insurance broker. Differentiating the next generation of financial planning.
Financial planning at the core, said that these 250,000 users account for 25% of the financial. Retirementplanning tools are risky business marketwatch. Counting its other financial planning software, profiles, which the winnipeg, canadabased company acquired in 2006, eisi has some 250,000. More info on eisi emerging information systems inc. The software isnt the best for any sort of goals based financial plan.
The acquisition brings together the industrys two leading financial planning software developers and cements eisis position as the largest provider of professional. Eisi purchased financial profiles to complement naviplan, its pioneering software solution for financial planners, advisors and enterprises. Enterprise financial planning software naviplan by advicent. Anyone thats taken the certified financial planning course will understand this, she said. Which financial planning software is right for you. Eisi is producing a simpler naviplan in an effort to keep its. Advicent offers a host of tools for financial advisors but its naviplan software suite is by far the most useful for planning purposes. Eisi strikes a deal to cash out its shareholders riabiz. Faced with an innovation challenge and increased competition, emerging information systems inc. Eisi, one of the market leaders in financial planning software for professionals, has removed naviplan standard and naviplan extended from its website. The new release includes a redesigned presentation module, enhanced estate planning.
Naviplan allows you to accommodate all client needs, from simple retirement planning to. At advicent, we provide financial planning software solutions for financial services firms both large and small. Naviplan allows you to accommodate all client needs, from simple retirement. Of those respondents using financial planning software, the clear choice is moneyguidepro.
Zywave announces agreement to acquire eisi insurance. Financial planning tool naviplan offers free access to. The best financial planning software for beginners. Industryleading software, combined with incomparable service and unrivaled scale, makes eisi the technology partner of choice for more than 250,000 financial.
Eisi launches new versions of naviplan and profiles. Financial planning software developer advicent is providing certain financial advisors with free access to the client portal of its naviplan platform, from april 1 through the end of next year. Founded in 1990, eisi is a pioneer in developing productive software solutions for financial advisors. Naviplan is the financial services industry leader in financial planning software. Eisi a leading provider of financial advice management software and services for financial institutions. The gluck report software showdown the producers of the three most widely used financial planning software products naviplan, financial profiles, and money treeall have. Based in winnipeg, manitoba, emerging information systems often called eisi, provides analysis and financial planning software, including flagship products naviplan and. Eisi, developer of naviplan and profiles software, offers the broadest selection of needsassessment and financial planning tools in north america. Naviplan is a comprehensive and flexible financial planning software that allows you to take various assessments, plan your financial. Your account has been locked due to too many failed login attempts. Features naviplan financial planning software by advicent. Selfdirected financial planning software naviplan by advicent. When considering financial planning software for financial advisors, both emoney advisor and naviplan are excellent solutions for upperlevelaum advisors, while.
Navipro is their new name for the bundle of naviplan and financial profiles. For feebased planning nobodys going to touch naviplan when it comes to the depth of coverage and the ability to show the client the various alternatives at a level of accuracy thats going to really lend confidence, says denis martineau, senior vice president of business development for eisi. A 2010 aite group report, evaluating wealth management platforms. After everyone is forced to migrate to their cloud by q3 14 there will be no other versions no more premium. There are an infinite number of strategies and theories on how to achieve financial goals, and an equal number of products to. For security reasons, your account will be locked after too many failed login attempts. Eisis products include naviplan and profiles, the preferred financial planning.
With its purchase of profiles, eisi created a comprehensive financial planning software offering that included the naviplan financial planning tool, profiles professional and profiles forecaster. Eisi naviplan and financial profiles had to be bought out. So naviplan is still called naviplan select, or currently version 12. While naviplan has long been regarded as one of the elite financial planning programs in the. Discover the wide range of capabilities of naviplan, the most precise financial planning software in the market that built for every firms planning strategy. Naviplan allows you to accommodate all client needs, from simple. Its staff of 230 professionals is solely committed to the naviplan product. In 2011, eisi was acquired by zywave, a provider of softwareasaservice. Counting its other financial planning software, profiles, which the winnipeg, canadabased company acquired in 2006, eisi has some 250,000 users across the various advisory channels. The world of financial planning today is vast and complex. Naviplan and profiles are updated by eisi those crafty canadians at emerging information systems inc. Zywaves naviplan product has had a reputation of having a steep learning curve due to the level of functionality provided.
Today, its flagship planning software, naviplan, and needs analysis tool, profiles, are used by more than 250,000 financial. Ft partners advises eisi in its sale to vista equity. Our advisor software can scale for any client need from simple retirement planning to ultra highnetworth estate planning. Eisi launches new versions of naviplan and profiles planning software new interactive presentation tool and redtail integration to increase advisor efficiency and client. Naviplan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra highnetworth individuals. In 2011, eisi was acquired by zywave, a provider of software. As for the financial planning software programs used by financial professionals, such as eisi s naviplan, money tree and. The virtue of cashflowbased financial planning software like naviplan was that it allows for incredible detail of every cash flow in the client household. Accordingly, 1990 witnessed the birth of eisis naviplan, the first cashflow based planning software, which was substantively differentiated. In 2011, eisi was acquired by zywave, a provider of softwareasaservice saas technology solutions for the insurance industry. Naviplan is a service provided to you by tdecu wealth advisors free of charge. So theres littletono bottomline corporate profits from selling this kind of software anymore, because of the meltdown and for comprehensive financial plan software, like naviplan, the death of estate planning. Planning software has an innovation problem financial. Entering the market in 1990, eisi pioneered effective technology solutions for financial sales people, advisors and enterprises.
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