EISI launches latest intelligent financial planning software – NaviPlan Select

Emerging Information Systems Inc. (EISI), a favored technology partner for over 250,000 financial professionals, has recently announced the launch of its latest intelligent financial planning software entitled ‘NaviPlan Select’. Earlier, EISI had presented the NaviPlan and Profiles financial planning software. NaviPlan Select is available in desktop as well as Web-based formats. EISI’s latest financial software NaviPlan Select is said to provide the most expansive assortment of planning competence in a very flexible design that is uncomplicated. The software incorporates the entire gamut of planning requirements from client appointment means to assist advisors achieve comprehensive understanding into the requirements of the client and prospects to integrated planning levels that are able to deliver all from uncomplicated to complex plans. A website report quotes EISI President and CEO Dr. Mark Evans as saying that NaviPlan select is an effective, but flexible program that enables the user choose his/ her plan so that they have precisely what they require for each client meeting all the time. Elaborating further, Dr. Evans said that NaviPlan Select offers a 360-view of the client plans of the user and enables the user to have a fleeting look regarding the manner in which a modification in one objective will have an effect on the plan in general. He added that this aspect of the software establishes the latest standard in looking at as well as perfecting strategies of financial professionals using NaviPlan Select. In addition, the latest financial planning software from EISI incorporates the Interactive Scenario Manager, one of the several new elements in NaviPlan Select. This facet of the software right away displays the manner in which a ‘What-if’ approach is likely to have an effect on the total plan of a client, together with the influence on the client’s entire objectives, net worth or available means as well as cash flow. The slider bars incorporated in the software aids in promptly and expediently alter or modify vital molds on the clients’ objectives. Moreover, advisors are also able to assess scenario comparisons next to each other and alter almost all elements of the substitute plan to augment their proposals – everything on one screen. NaviPlan Select also allows advisors to decide on the planning modules they desire for a specific client without any trouble. Since only pertinent segments are accessible in the new financial planning software, it results in efficient data entry and evaluation. Plans may be based on objectives or cash flow-based and the advisors are able to use mean or bracketed tax rates. Additionally, in case the original plan begins at a simple stage, added modules may be added later to deliver the client’s requirements.