Advisor Applications

EISI Launches A New Verson Of NaviPlan Select

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Emerging Information Systems Inc., developer of NaviPlan and Profiles financial planning software, yesterday launched a new version of NaviPlan Select. The new release includes a redesigned presentation module, enhanced estate planning features, and support for Real Estate Investment Trusts (REITs).

Wealthcare's David Loeper Responds To FPA; Says His Patents Won't Prevent Advisors From Providing Financial Planning Services

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Financeware founder and CEO David Loeper responded to a recent email that the Financial Planning Association sent to its members, saying his company’s patents will not stop advisors from providing financial planning services.

Pershing Announces New Capabilities For Albridge Following Reorganization With iNautix

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Albridge LLC, an affiliate of Pershing LLC, a BNY Mellon company, says it has devleoped a range of newly integrated compliance, business intelligence and operational capabilities as a result of completing its merger reorganization with Pershing's iNautix (USA) LLC affiliate, effective October 1, 2011. The reorganization, says a press release, enables Albridge to combine the technology solutions, product development and business consulting knowledge of Pershing. "The synergies created by the reorganization of Albridge and iNautix allow customers to consolidate disparate d

Insurance Industry Tech Company Buys Maker Of NaviPlan And Profiles, The Most Popular Financial Planning Apps

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Emerging Information Systems Inc. (EISI), which makes NaviPlan and Profiles financial planning software, is being acquired by Zywave, an insurance industry technology provider. The transaction, which is expected to close within 30 days, illustrates how financial planning remains tied to sales of products. Both companies are privately held and no price for the acquisition was announced.

Tamarac Is Tainted By Spangler Scandal, But Could It Be Hurt Financially?

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Tamarac Inc., a high-priced portfolio rebalancing and CRM solution used by about 450 advisory firms, has been tainted by an FBI investigation into the activities of Seattle financial advisor Mark Spangler. Whether Tamarac is exposed financially as a result remains an open question.