RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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
Admin:
1 Comment
no description available
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

|

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.


Related Moves

January 21, 2023 at 5:03 AM

Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge

The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.

December 20, 2021 at 11:59 PM


Mentioned in this article:

Aite Group
Consulting Firm
Top Executive: Frank Rizza



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo