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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

Thursday, July 28, 2011 – 2:23 PM by Nevin Freeman
Admin:
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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.

Related Moves

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 – 11:59 PM


Mentioned in this article:

Aite Group
Consulting Firm
Top Executive: Frank Rizza




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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