EISI Upgrades Retirement Planning Software
July 12, 2008
Emerging Information Systems Inc. (EISI), developer of NaviPlan and Profiles financial planning software, has upgraded software for its NaviPlan and Profiles financial planning products. The NaviPlan Standard upgrade is currently available, to be followed by the Profiles upgrades in July 2008.
Profiles Professional v9.0 allows advisers to explore ways to achieve a client’s retirement accumulation and distribution goals. Advisors can run What‐if scenarios on retirement needs, portfolio reallocations, plan contributions, and various other strategies, and then compare results with the current plan. Scenario results include easy‐to‐understand graphics and comparison tables.
Other highlights of the Profiles Professional v9.0 upgrade include faster, easier management of client files and cases; qualified plan contribution limits; and intuitive design changes.
“There is a gap in most financial plans when it comes to important decisions that investors must make as they approach retirement and after they retire,” says Dr. Mark Evans, President & CEO, EISI. “The retirement scenarios in Profiles Professional are designed to help advisors engage clients and fill that gap by showing them how effective planning can have a dramatic affect on how they live during retirement.”
In Profiles Forecaster v4.0, new Social Security features enable advisors to tailor presentations to each client by overriding system‐calculated defaults. Other highlights of this upgrade include a streamlined client file and case management process.
In addition to financial planning and usability enhancements in Profiles software, EISI added advice management features for enterprise clients, including collaboration and workflow capabilities. The new features enable firms to effectively monitor financial planning activity by sharing files across the organization, incorporating custom business rules, and automating the plan‐review process.
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