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INTEGRATION RELATIONSHIPS

EISI

EISI, developer of NaviPlan and Profiles software, offers the broadest selection of financial planning tools in North America. Industry-leading financial planning software, combined with incomparable service and unrivaled scale, makes EISI the choice technology partner of more than 250,000 financial professionals.

We "play well" with these other software programs . . .

 
 




PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration








 



E-Z Data (Profiles)
Fidelity (NaviPlan)
Forefield (Profiles)
Green Consulting Associates
Jack Cramer & Associates
Morningstar (NaviPlan, Profiles)
Pershing (NaviPlan)