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EISI

7 articles

Articles tagged "EISI"

All roads led to Silicon Valley as technology firms serving the financial advisory industry found their groove.

Jan 22, 2013

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2

Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

Ed O'Brien says CRM is an appropriate hub for an advisor system of technology under certain circumstances.

Feb 23, 2012

As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3

The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways

Mark Evans: Zywave's proven track record as a highly regarded innovator and commitment to advancing next-generation financial planning technology for advisors and their clients make it the ideal partner.

Oct 25, 2011

EISI strikes a deal to cash out its shareholders

The buyer, Zywave, is a force in the property-and-casualty world

Frank Noto saw no sun in San Diego as the FPA conference warmed to its task.

Sep 18, 2011

An advertiser's-eye view from among the booths of the FPA convention's exhibit hall

Technology companies, Chubb, TD Ameritrade and BrightScope get special notice

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.

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

Sam Vassa: I have clients who say they’ve spent three weeks learning NaviPlan — our philosophy is that you should be able to use a piece of software immediately.

Jul 21, 2011

Former Microsoft executives are out to make Figlo compete with EISI

The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs

Neesha Hathi: No one in the industry is doing anything like this.

May 11, 2010

Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs

Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral

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EISI

Articles tagged "EISI"

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2

As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3

EISI strikes a deal to cash out its shareholders

An advertiser's-eye view from among the booths of the FPA convention's exhibit hall

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

Former Microsoft executives are out to make Figlo compete with EISI

Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs

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