NaviPlan Standard CDN Training & Support
Technical Support Now
EISI User Services
EISI User Services is your 24/7 online resource center where you can access and manage your support services, training services, and user profile information. Find answers to your questions by viewing previously-resolved issues in a Knowledge Base or submitting a Technical Support Request (TSR). Because EISI User Services is a secure Web-hosted application, you can safely and securely upload your client files, and then work with a Technical Support Specialist to resolve your issue.
Register or login to EISI User Services
Click the link below to access EISI User Services. If this is your first visit, click the New User tab at the top of the page to register. Don't forget to bookmark this site for easy access.
Login to EISI User Services
We’re here to help
If you need assistance logging in to EISI User Services, please contact Technical Support at (888) 692-3474, option 4 .
Technical Support Specialists are available Monday – Friday, from 7:00am to 7:00pm CST.
Holiday business hours apply to Canadian statutory holidays, which are: Good Friday, the third Monday in May, July 1, or the Monday following if on a weekend, the first Monday in August, the first Monday in September, and the second Monday in October. Holiday hours are from 9:00 a.m.-5:00 p.m., Central Time. Technical Support is not available on December 25, December 26, and New Year's Day, or the following weekdays if any of the preceding fall on a weekend.
To receive service more efficiently, please provide your Technical Support Specialist with your Product Support Number (PSN).
Your Technical Support Specialists
NaviPlan service and support remains among the best in the industry. Software is updated in a timely fashion; service representatives are responsive." - Joel P. Bruckenstein, CFP
EISI recruits and hires experienced financial services professionals, and implements a professional development program to ensure that all Technical Support Specialists either have their CFP, or are in the process of achieving the designation.
