Jul 28, 2011
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
Person
2 articles
The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once
The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs
The Industry Sourcebook for RIAs