Desktop tools for the advisor...
EISI's advisor desktop tools offer industry-leading functionality,
fully-customizable professional reports, world-class training and technical support
and allow for the comprehensive treatment of estate planning strategies, incomes,
expenses, assets & liabilities,stock options and federal & state/provincial taxes over the
life of a client.
-NaviPlan Standard (for quick goal-based planning)
-NaviPlan Extended (for comprehensive cash flow-based planning)
Download File Size:46.75 MB
|
