Bill Overman

Financial Profiles, Inc. provides financial planning software and solutions. Its customers include John Hancock, Merrill Lynch, MetLife, and SunTrust Banks. The company was founded in 1969 and is headquartered in Carlsbad, CA.

Emerging Information Systems, Inc. and its wholly owned subsidiary Emerging Information Systems (USA) Inc. are collectively referred to as EISI. Industry-leading software, combined with incomparable service and unrivaled scale, makes EISI the technology partner of choice for more than 250,000 financial professionals. Industry-leading software A comprehensive product offering & enterprise platform EISI is the sole developer of NaviPlan and Profiles software. The firm's product experts can help you take an unbiased look at the two leading software suites on the market today. Ongoing research and development is a critical function of EISI. They are constantly assessing new and emerging financial services trends and the latest technology advances to address client needs. Incomparable service A solid, reliable business partner EISI's established processes and demonstrated ability to deliver and support tailored solutions have made the partner of choice for more than 250,000 financial professionals. Unrivaled scale An extraordinary body of knowledge EISI fosters an environment of continued learning and client collaboration by hosting events such as conferences, user groups, think tanks, and steering committees. Its experience in the North American financial services industry spans nearly two decades and covers every market segment, which is why key centers of influence regularly tap into EISI's collective expertise.