EISI
Financial Software · Canada · 201-500 Employees
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Overview
Headquarters
330 St Mary Ave 500, Winnipeg, Manitoba,...Phone Number
(760) 431-9400Website
www.eisi.comRevenue
$69 MillionIndustry
About EISI
Founded in 1990, EISI is a pioneer in developing productive software solutions for financial advisors. Its staff of 230 professionals is solely committed to the NaviPlan product line, which is licensed to more than 70,000 financial professionals and customized for more than 40 financial institutions across North America. The NaviPlan suite of software addresses the full spectrum of wealth management concepts. Its fully integrated and modular design makes NaviPlan a flexible planning tool for advisors serving all segments of the financial services market.Explore more
EISI Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1984
Mercedes MarleauChief Financial Officer & Management Services Director, Finance
EISI Tech Stack
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Founded in 1990, EISI is a pioneer in developing productive software solutions for financial advisors. Its staff of 230 professionals is solely committed to the NaviPlan product line, which is licensed to more than 70,000 financial professionals and customized for more than 40 financial institutions across North America. The NaviPlan suite of softw... Read More
