Emerging Information Systems Inc

Description

October 15, 2010 NaviPlan Select, "Best in Show" according to Aite Group Sophie Schmitt, Senior Analyst at Aite Group in Boston touts NaviPlan Selects' "functionality and breadth, encompassing retirement accumulation and distribution, debt, assets, and liabilities" as well as its user friendliness and its ability to do side-by-side scenarios in a report analyzing 13 financial planning software packages. June 23, 2010 NaviPlan and Profiles retirement planning features make them a must for a planner's toolbox Dave McClure features NaviPlan and Profiles in his latest WebCPA financial planning software review of retirement planning packages planners should consider when choosing software for their "planner toolbox". Financial planning moves up priority list at banks In an article about financial planning in the banking industry, Michael Miroballi, President and COO of Harris Investor Services shared insights with the Bank Insurance & Securities Association on the momentum financial planning is gaining in banks and how that is contributing to both client relationships and the bottom line. April 19, 2010 EISI among Canada's top-performing technology companies For a seventh consecutive year, EISI is ranked among the best in Canada according to the Branham Group's annual Branham300 list of Canada's top-performing technology companies. Back to basics: Profiles & NaviPlan help advisors give clients a more realistic view A "basic analysis" used to describe the ability to assess a client's current financial position, net worth, goals, and willingness to take risks. These days the term describes the ability to give clients the most realistic view of their financial future. March 4, 2010 NaviPlan recognized as the leading financial planning software in terms of users January's "˜Winning Tactics' report published by Tiburon Strategic Advisors provides readers with an "˜initial understanding of the key winning tactical strategies' when it comes to the variety of financial planning software options. January 10, 2010 New version of Profiles software substantially reduce the time it takes to create reports EISI's January 2010 upgrade to the Profiles product line has garnered industry acclaim. The stand-out enhancement this time around is the new way advisors locate reporting elements, organize them, build customized presentations, and save their favorites as templates for quick access in the future. December 1, 2009 EISI the most popular software vendor for today's planner Joel P. Bruckenstein's 2009 Software and Technology Survey, published by FinancialPlanning.com, describes the state of the most popular tech tools of the trade at decade's end. With respect to financial planning software, EISI finished on top. September 22, 2009 Monte Carlo simulation a questionable planning tool? Monte Carlo simulation is a popular tool used by advisors to provide clients with an estimate of the odds of reaching financial goals in the future, such as retirement.

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