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INSIGHTS EARN YOU TRUST. TRUST EARNS YOU LOYALTY.


WE STARTED WITH A SIMPLE IDEA: MAKE IT EASY FOR FINANCIAL PROFESSIONALS TO HELP
AVERAGE AMERICANS MAKE EDUCATED DECISIONS ABOUT IMPORTANT FINANCIAL MATTERS. HOW
DO I SEND MY KIDS TO COLLEGE? HOW DO I SAVE FOR RETIREMENT? HOW DO I PROTECT MY
FAMILY IF I DIE OR BECOME DISABLED? AT ADVISYS, WE’RE DRIVEN BY THE BELIEF THAT
EVERYONE DESERVES A FINANCIAL PLAN THEY CAN UNDERSTAND AND ACT ON.


ADVISYS CREATES SMARTER, SIMPLER FINANCIAL SOLUTIONS


DO IN MINUTES WHAT USED TO TAKE HOURS

We have a passion for finding the simplest and fastest way to deliver our
customers actionable insights into their clients’ needs. Insights that help them
provide personalized and objective service and earn their clients’ trust and
loyalty.

Our “Do It Your Way” service philosophy inspires us to focus on practical, real
world solutions that are easily adaptable to the business needs and success of
our customers.


SIMPLICITY

We take time to simplify complex concepts and calculations to make them
client-friendly.


ACCURACY

We create educational content and planning tools that are second to none for
their accuracy.


FLEXIBILITY

We adapt our solutions to the way our customers do business to support their
success.


WHO WE SERVE



Since 1979 Advisys has been a trusted partner to professionals throughout the
financial services industry.

Advisys customers cover a broad cross-section of the financial services
industry: accountants, attorneys, banks, broker dealers, financial planners,
insurance agents and carriers, investment advisors… wherever customer insights
and relationship building are key to selling products and services.

Advisys solutions cover the entire range of the client development process. For
prospecting and winning the first appointment. For analyzing needs and
presenting recommendations. For customer service, cross-sales and up-sales. Only
Advisys does it all.

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THE ADVISYS EXECUTIVE TEAM



Highly experienced technology professionals who share a passion for designing
and delivering practical solutions that deliver results and delight Advisys
customers.

KEVIN ATAMANIUK

Vice President, Sales and Business Development

Kevin Atamaniuk is charged with driving growth and revenues by making sure
Advisys’ individual subscribers and enterprise clients are delighted with the
product and individualized service they receive. Kevin is a forceful advocate
for the customer, capable of fostering strong and productive relationships with
clients and industry partners.



RON SMITH

Vice President, Product Design

Ron Smith’s focus is on delivering a consistent high-quality customer experience
with Advisys products and services. Recognized as an expert in financial
planning systems, Ron provides product direction and works side-by-side with
Advisys customers to craft custom solutions to fulfill the Advisys “do it your
way” approach to business.


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CAREERS

At Advisys you’ll find a culture that encourages creative decision-making and a
‘do it your way’ mindset for customers, empowering employees to deliver a
superior customer experience and creating a sense of pride and ownership.

Advisys associates enjoy an exciting, fast-paced work environment, health and
dental benefits, 401(k) plan, vacation pay and opportunities for advancement.

Join Us


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

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CONTACT US

3 Corporate Park, Suite 240,
Irvine, CA 92606

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

answers@advisys.com

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