ByAllAccounts and EISI Partner to Deliver Joint Wealth Management Offerings for Financial Institutions; Companies to Demo Software at Upcoming FPA Success Forum.Business/Technology Editors BOSTON & WINNIPEG, Canada--(BUSINESS WIRE)--Sept. 3, 2002 At the request of their customers, ByAllAccounts and EISI EISI Emerging Information Systems Inc. (Winnipeg, Manitoba, Canada) EISI Endeavor Information System, Inc , creator of NaviPlan, today announced the compatibility of their flagship products. This strategic collaboration of wealth management products provides financial advisors with an all-inclusive planning solution that increases profitability and streamlines operations. The two companies will demonstrate their technology at the upcoming FPA 1. (hardware) FPA - floating-point accelerator. 2. (programming) FPA - Function Point Analysis. Success Forum, held in New Orleans New Orleans (ôr`lēənz –lənz, ôrlēnz`), city (2006 pop. 187,525), coextensive with Orleans parish, SE La., between the Mississippi River and Lake Pontchartrain, 107 mi (172 km) by water from the river mouth; founded , September 28-October 1. Under the agreement, joint customers can instantly link EISI's NaviPlan(TM) financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against software with ByAllAccounts' WebPortfolio DataConnect(TM). The integration allows advisors to work within both applications seamlessly and simultaneously. ByAllAccounts WebPortfolio, which provides data feeds from over 1,300 financial sources, delivers the transaction-level account information necessary for optimal investment management. This detailed data on client accounts, both captive and non-captive, is automatically integrated into the NaviPlan financial planning suite. "Financial planners and advisors can now effortlessly monitor their client's plans around dynamic market data at a push of a button," said L. Patrick Gardner, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of ByAllAccounts. Not only does this bring huge efficiency gains to the task of manually loading and updating data, but it also provides the means for advisors to ensure meaningful ongoing advice and communications with clients." EISI President and CEO Dr. Mark Evans commented, "Our objective is to reduce the amount of time it takes to both create and update financial plans. The integration of WebPortfolio with NaviPlan's financial planning software means that advisors can instantly populate To plug in chips or components into a printed circuit board. A fully populated board is one that contains all the devices it can hold. NaviPlan Online with all of the financial data necessary to create and update plans, which saves them time, eliminates data entry errors, and enables the advisor to focus on providing the best advice to their clients, and in the least amount of time." NaviPlan enables advisors to provide their clients with a comprehensive treatment of incomes, expenses, assets and liabilities, stock options, federal and state/provincial taxes, and estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the strategies so that clients receive a financial plan that remains as active, and up-to-date as the events in their lives. EISI leads the financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. industry in the provision of the latest financial planning tools, world-class training and technical support, and client services that include customizing NaviPlan and its fully adaptable professional reports. About ByAllAccounts With offices in Boston and New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of , ByAllAccounts, Inc. (www.byallaccounts.com) provides technology designed to grow assets for financial institutions and their advisors by collecting, monitoring and analyzing financial data from captive and non-captive client accounts enabling them to build stronger, more profitable client relationships. The company's roster of clients includes State Street Corporation, RBC RBC red blood cell. RBC or rbc abbr. red blood cell RBC, n See red blood cell count. RBC red blood cells; red blood (cell) count (see blood count). Dain Rauscher Corporation, 1st Global, Evensky, Brown & Katz, WealthTouch, Creative Financial Centre and Private Family Networks. About EISI & NaviPlan Built upon the most complete calculation engine in the industry, EISI's NaviPlan financial planning tools offer enterprises a fully integrated, Web-based and desktop financial planning platform that enhances client relationship management practices. Enterprises can use NaviPlan to attract new clients, and leverage their existing client base to protect and grow their business. More than 35,000 people from companies throughout North America North America, third largest continent (1990 est. pop. 365,000,000), c.9,400,000 sq mi (24,346,000 sq km), the northern of the two continents of the Western Hemisphere. are using NaviPlan today, and EISI is working with a growing list of economic leaders, including such corporations as: JP Morgan Chase, LPL Financial  This article or section is written like an .Please help [ rewrite this article] from a neutral point of view. Mark blatant advertising for , using . Services, MetLife Securities, Royal Bank Financial Group, TD Asset Management Inc., and Waddell & Reed. Additional information can be found on the NaviPlan Web site at http://www.naviplan.com. About The FPA Success Forum The Annual FPA Success Forum will be held in New Orleans, Louisiana September 28-October 2. The conference offers more than 60 educational sessions for all levels of experience. During each of the educational session time slots, attendees can participate in more than seven different educational tracks including corporate perspective, insurance & estate planning, investments, life planning, marketing, practice management and special issues. ByAllAccounts and NaviPlan are two of over 60 exhibiters at the conference. Additional information can be found at http://www.fpanet.org/conf/success2002/info.cfm. |
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