EISI Acquired Financial Profiles

Emerging Information Systems, Inc. (EISI), developer of NaviPlan financial planning software, has acquired Financial Profiles, Inc. from The Hanover Insurance Group, Inc.

Complete planning packages that help advisers provide trusted financial advice ensure compliance and increase sales. The needs analysis programs simplify planning concepts and formulas by uniting high-quality graphical output with summary calculations that can be used independently or combined into a comprehensive plan. This modular-based system allows for accurate needs analysis with a level of detail dictated by the adviser and client. Users can select from over 400 pages of potential output to custom-build reports that best suit their needs.

Download 30-Day Free Trial

Download a 30-day free trial from either of these two leading product lines, now available from one vendor: NaviPlan and/or Profiles.

Note: Engaging in financial planning typically requires registration as an investment adviser representative of a registered investment adviser.

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