Business Services Industry
Emerging Information Systems Inc. (EISI)--NaviPlan extended offline.(ESTATE PLANNING)
CPA Technology Advisor, The, June, 2006
888-692-3474 www.jewilson. com), the oldest financial planning and investment management firm originating in S.C. The firm manages approximately $100 million, and most of its clients utilize the firm's comprehensive financial planning service. Stokes says that they use NaviPlan primarily for its Monte Carlo functionality. "We simply use it as a tool to show people if they have enough at the current level of assets and savings to meet their cash flow goals," she said. "There are many more functions of the program, but this is a good tool to use." Stokes noted the program's flexibility and that they're able to tailor the plans as needed, which is what drove them to select the program in the first place. "The output is in Microsoft Word, which is much easier to edit than...
Most Recent Business Articles
- Multiple criteria evaluation and optimization of transportation systems
- Multi-criteria analysis procedure for sustainable mobility evaluation in urban areas
- A two-leveled multi-objective symbiotic evolutionary algorithm for the hub and spoke location problem
- Multi-criteria analysis for evaluating the impacts of intelligent speed adaptation
- The development of Taiwan arterial traffic-adaptive signal control system and its field test: a Taiwan experience
Most Recent Business Publications
Most Popular Business Articles
- FAS 109: a primer for non-accountants - Financial Accounting Standards Board's "Statement 109: Accounting for Income Taxes"
- LIFO vs. FIFO: a return to the basics
- Too Young to Rent a Car? - 25-years-old the minimum age for car renting - Brief Article
- Design a commission plan that drives sales - Sales Commissions
- Using object-oriented analysis and design over traditional structured analysis and design
Presented by American Express