Offers online and desktop financial planning tools for independent advisors and fee-based planners.
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EISI, developer of NaviPlan and Profiles financial planning software, is the technology partner of choice for more than 250,000 financial professionals, offering the broadest selection of financial planning tools in North America.
Financial Planning Software
“EISI continually raises the software innovation bar to meet advisors’ needs.”
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Date Added: May 15, 2010 Hits: Rating: 0.00 Votes: 0