Emerging Information Systems Inc., developer of NaviPlan and Profiles financial planning software, yesterday launched a new version of NaviPlan Select. The new release includes a redesigned presentation module, enhanced estate planning features, and support for Real Estate Investment Trusts (REITs).
EISI says its new presentation module offers a modern look that enables advisors and prospects to interactively engage in the planning process. Among other improvements:
EISI, a Winnipeg, Canada firm, says it has 250,000 users, which makes it by far the largest financial planning software company serving the U.S. financial services industry. The company, which has focused on enterprise deals with large brokerages, was purchased just last week by an insurance software company.
EISI in recent years has faced growing competition in the independent advisor channel from smaller vendors, such as MoneyGuide Pro.