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Pershing To Offer NaviPlan Planning Tool

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NU Online News Service, Sept. 18, 2003, 3:45 p.m. EDT – Pershing L.L.C., Jersey City, N.J., has agreed to offer the NaviPlan Standard financial planning system to the 670 broker-dealers that use its NetExchange Pro account management and trading system.

The NaviPlan planning system comes from Emerging Information Systems Inc., Winnipeg, Manitoba.

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The system can help investment advisors develop financial plans that include insurance, estate planning, retirement and education needs, Emerging Information says.

Pershing is a unit of The Bank of New York Company Inc., New York. Its broker-dealer customers have relationships with 55,000 advisors.