Tuesday, January 10, 2006

EISI / NaviPlan Financial Planning Software

EISI / NaviPlan Financial Planning Software: "NaviPlan financial planning software, developed by EISI, is an integrated suite of tools developed for financial professionals who build advice-based client relationships. From simple planning concepts to in-depth financial plans, NaviPlan covers the full spectrum of wealth management scenarios. EISI's staff of 230 is solely committed to the NaviPlan product line, which is licensed to more than 70,000 financial services professionals across North America."

Recommended by Bill Cara, this $400 tool may be of use for the non-financial planner too. Let's find out...

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