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WELCOME TO ADVISYS
THE BEST FINANCIAL PLANNING AND INSURANCE SALES SOLUTIONS FOR FINANCIAL
PROFESSIONALS


CREATE PLANS AND CLIENT PRESENTATIONS IN JUST MINUTES INSTEAD OF HOURS


GOALS-BASED
PLANNING

Develop plans in 10 minutes or less for retirement, survivor needs, risk
tolerance, portfolio modelling, LTC, estate planning business continuation and
more.


EDUCATIONAL
CONTENT

Over 600 educational pieces covering the topics and concepts your clients and
prospects value most when they are making important financial decisions.


MOTIVATING
CALCULATORS

Over 70 calculators to illustrate vital concepts or move clients to action, such
as “When Will Your Nest Egg Run Out?”, “How Much Life Insurance?” and more.


RETIREMENT INCOME
DISTRIBUTION (RID)

The newest Advisys module helps clients make their money last by identifying
their retirement wants from their retirement needs.


 

 


UNLIMITED
SUPPORT

Free updates and unlimited expert advice and user support by email, chat or
phone at no additional charge to you.


“SIMPLER IS SMARTER, AND SMARTER IS BETTER.”

Advisys creates smarter, simpler, faster financial planning and insurance sales
solutions for professionals. Reports summarize on a single page the client’s
need and a solution. Educational materials simplify complex topics and are easy
for clients to understand. Calculators answer a client’s questions or overcome
objections with just a handful of inputs. It’s why many consider Advisys the
most frequently used financial planning and insurance sales solution for
professionals.


BE YOUR BEST WHEN IT MATTERS MOST®


SIMPLE CONVERSATIONS

Every lasting client relationship starts with a simple conversation. Advisys
helps you get the conversation going. You pick the tables, charts and
educational pieces you want and assemble them in any order to quickly create
client presentations, approach pieces and leave behinds. It looks like it took
you hours to prepare when it only takes minutes.


YOUR PERSONAL BRAND

Nothing inspires trust and encourages referrals more than good service and a
professional image. Advisys gives you both. Every plan and presentation you
create is an opportunity to promote your personal brand with a title page
including your photo and logo, and a profile page describing your professional
experience and your customer service philosophy.


DIGITAL LEAVE BEHINDS

Presentations are saved as high-quality PDFs you can share with clients by email
or present on your tablet device. Or, use Advisys Mobile for iPad for an
interactive client experience: use financial calculators, share concept pieces
and collect and upload fact finder data. Advisys Mobile for iPad works with or
without an Internet connection.


PROUDLY SERVING SINCE 1979

Since our inception as Kettley Publishing and Back Room Technician®, Advisys
solutions have stood the test of time. Our 40,000 licensed users cover a
cross-section of the industry, demonstrating that Advisys’ approach can improve
results, referrals, cross sales and customer loyalty no matter in which field or
profession you work.

 * Attorneys and CPAs
 * Brokers and RIAs
 * Financial Planners
 * Insurance Agents
 * Wealth Managers

 * Broker Dealers
 * Commercial Banks
 * Credit Unions
 * Insurance Companies
 * Savings and Loan




WHAT PEOPLE ARE SAYING

Like many of our customers, you'll quickly find Advisys stands apart in
delivering a uniquely satisfying user experience.

“SHOULD BE AT THE TOP OF THE LIST FOR ANYBODY LOOKING TO DO PLANNING.”

Douglas Jones
CLU, ChFC ®, CLTC

“BY COMPARISON TO OTHER FINANCIAL PLANNING PROGRAMS, ADVISYS IS SO MUCH MORE
USER FRIENDLY AND EFFICIENT.”

Robert La Chance
CLU, ChFC, AEP, CFP

“THE GREATEST ASSET I FIND IS MAKING A COMPLEX SUBJECT SIMPLE TO UNDERSTAND.”

Ron Sellers
CLU

“IT’S THE IDEAL FINANCIAL ANALYSIS TOOL.”

Joel Broersma
CFP®


SCHEDULE A 30 MINUTE DEMO

Choose a Time


GET A 14-DAY FREE TRIAL


INSIGHT EARNS YOU TRUST.
TRUST EARNS YOU LOYALTY.™

At Advisys we’re passionate about finding the simplest and fastest way to
deliver our customers actionable insights into their clients’ needs. Simpler.
Smarter. Faster. Better.


USEFUL LINKS

 * ENTERPRISE

 * SUPPORT

 * ABOUT US

 * LOG IN

   

 * SCHEDULE A DEMO


CONTACT US

3 Corporate Park, Suite 240,
Irvine, CA 92606

Phone: (800) 777-3162
Fax: (949) 250-0794

answers@advisys.com

2023 © All Rights Reserved.
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