All-New NaviPlan Select Now Available
Winnipeg, MB, Canada, July 12, 2010 -- Emerging Information Systems Inc. (EISI), developer of NaviPlan and Profiles financial planning software, has launched a new financial planning software solution called NaviPlan Select.
NaviPlan Select offers the broadest range of planning capabilities in a highly-versatile and easy-to-use design. The software includes the full spectrum of planning needs from client engagement tools to help advisors gain deeper insights into client and prospect needs to modular planning levels that can address everything from simple to sophisticated plans.
A 360-View of Plans
NaviPlan Select includes many innovative features such as the Interactive Scenario Manager. This feature instantly shows how a ‘What-if’ strategy would affect a client’s entire plan, including the impact on all of the client’s goals, net worth, and cash flow. Slider bars have been added to quickly and conveniently change key assumptions on client goals. Advisors can review side-by-side scenario comparisons and change nearly every element of the alternative strategy to optimize their recommendations – all on one screen.
“NaviPlan Select gives you a 360-view of your clients’ plans so you can see at-a-glance how a change in one goal will affect the overall plan,” said Dr. Mark Evans, President & CEO, EISI. “This sets a new standard in exploring and fine-tuning your strategies.”
Powerful yet Flexible Planning
NaviPlan Select empowers advisors to easily choose the planning modules they want for a given client. Only relevant sections are presented in the software, resulting in streamlined data entry and review. Plans can be goal or cash flow-based and advisors can use average or bracketed tax rates. What’s more, even if the initial plan starts at a simple level, additional modules can later be added to address more of the client’s needs. As always, advisors can present plans in action-oriented client reports.
“NaviPlan Select is the biggest leap since our first financial planning program,” said Evans. He added, “It’s a powerful yet flexible program that lets you pick your plan so you always have exactly what you need for every client meeting.”
EISI offers NaviPlan Select in both desktop and Web-based formats. It’s aggressively priced, starting at $1395 for a 1-year license (discounts available for 2-year license and affiliates), and includes a Getting Started program (video clips, sample reports, user manuals, and more), technical support, regular updates, and self-study training. Live, instructor-led, Web-based training is free until August 31, 2010. To learn more about NaviPlan Select, visit www.eisi.com/naviplan
About EISI
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of needs-assessment and financial planning tools in North America. Industry-leading software, combined with incomparable service and unrivaled scale, makes EISI the technology partner of choice for more than 250,000 financial professionals.
For more information or to arrange a demonstration, contact:
Amber Ostermann
Marketing Manager
Emerging Information Systems Inc. (EISI)
888.692.3474, ext. 3122
amber.ostermann@eisi.com
