Emerging Information Systems Inc.

Emerging Information Systems Inc.

  • 500-330 St Mary Ave
  • Winnipeg, Manitoba
  • R3C 3Z5
  • Phone: (204) 943-3474
  • Fax: (204) 942-5100
  • Website

Description

Milwaukee, WI – May 21, 2014 Advisors are always looking to save time and gain efficiencies which is why Advicent Solutions, developer of the world-class calculation engine NaviPlan®, has worked with Schwab Intelligent Technologies™ to develop integration with Schwab OpenView Gateway™. With today’s launch of the integration, Schwab advisor clients can access real-time data from Schwab Advisor Center® within NaviPlan, part of the NaviPro® financial planning suite, directly transferring client profiles, accounts, holdings, balances, costs and more.

At Advicent, we develop, implement and provide ongoing support for our innovative financial software solutions with the goal of helping financial advisors and financial planners strengthen their foundation for success. Learn more about how Advicent Solutions can transform your practice by reading about our products below, calling 855.890.5900 or requesting a sales demo .

Fact sheet

Number of employees
46

Company contacts

  • Mark Evans
  • President
  • Rod Smith
  • Manager

Products & services

financial planning financial software software solution financial advisor

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