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Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share

The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once

Author Nevin Freeman July 28, 2011 at 2:23 PM
1 Comment
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Linda Strachan was one of the founding team members of EISI when she was a PhD student under Mark Evans at the University of Manitoba.

Women of Wealth Management

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Technology


Alex

Alex

November 7, 2011 — 8:03 AM

See how NaviPlan and other mentioned in the article products stack up against about 30 other retirement planning tools on www.retrian.com/compare.jsp . Emphasis is made on advanced features related to asset allocation, retirement risk analysis, and optimization.


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Mentioned in this article:

Aite Group
Consulting Firm
Top Executive: Frank Rizza



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