Mark Evans

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  Insurance Tech Firm Zywave to Acquire EISI

  By Danielle Andrus, AdvisorOne  |  October 24, 2011

  Emerging Information Systems Inc. (EISI), the financial planning software firm, announced Monday that it shareholders have agreed to sell the company to Zywave Inc.

• Shrinking the Software Pond

  By Staff Writer  |  October 1, 2006

  After a seven-month process, from roadshow to handshake, Emerging Information Systems Inc. (EISI), maker of NaviPlan financial planning software, closed the deal on its acquisition...

• Who's best? it all depends

  By Staff Writer  |  August 1, 2004

  Asking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...

• THE GLUCK REPORT -- Software Showdown

  By Staff Writer  |  August 1, 2004

  The producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...