Financial planning Cash-flow and goals planning Retirement income Client communications

Advisys

Needs-based financial planning, client education content and calculators for advisors, agents and broker-dealers

Irvine, CA, USadvisys.comNot yet confirmed by the company

What it does

Advisys sells needs-based planning and presentation software to financial professionals, with a long history in insurance distribution. Its customers include financial planners, investment advisors, insurance agents and carriers, broker-dealers, banks, accountants and attorneys, and it offers private-label and enterprise versions for broker-dealers and carriers.

The software has 17 goals-based planning modules covering retirement accumulation and distribution, survivor and life insurance needs, disability, long-term care, critical illness, college, debt reduction and small business planning. Users build custom fact finders for discovery, then assemble branded client presentations from summary reports, needs analyses, more than 600 education articles and over 90 financial concept calculators.

Advisys is based in Irvine, California. Published pricing is $69 per advisor per month (or $599 a year) for the Education tier and $99 per advisor per month (or $998 a year) for Advanced, with enterprise pricing on request, an annual commitment and a 14-day free trial.

Best for

Serves: RIAs, Broker-dealers, Insurance, Banks and trust companies

Features

17 needs-analysis planning modules
Custom fact finder builder
Life, disability and LTC needs analysis
600+ client education articles
90+ financial concept calculators
Branded client presentations
Private-label enterprise versions

Pricing and deployment

Pricing model: Per seat
Published pricing: Education $69/advisor/month or $599/year; Advanced $99/advisor/month or $998/year; Enterprise by quote; annual commitment; 14-day free trial
Deployment: Cloud