We’ll Do Your Plans and Presentations for You
For busy financial professionals or for those who don’t believe they have the demand to justify an annual license fee, Advisys
On Demand was created for you. It helps you make the most of every opportunity you create by using Advisys
staff to produce your financial plans and client presentations for you.
You pay a low, one-time setup fee to add your photo, logo and personal page to your presentations. After that, you pay per
plan to have an Advisys representative create your financial plans and client presentations for you using the
Advisys solution.
Advisys is the best financial planning and insurance sales solution for professionals. With Advisys’ goals-based planning
modules you can create retirement plans, analyze life insurance needs, produce college funding plans, conduct
investor risk analysis and develop asset allocation models. You can create plans covering disability insurance,
LTC, estate planning, business continuation and charitable planning as well.
Using a two or four-page fact finder, you can complete your fact-finding interview in 15 minutes or less. After, simply fax
or scan and email us your completed fact finder and schedule your 30-minute call using our convenient online
service.
Highly trained and knowledgeable Advisys staff will be your guide as together we select from hundreds of client education,
concept and presentation pieces to assemble a financial plan or client presentation to your specifications.
After the call, we email your presentation to you in a PDF to share with your client.
Advisys On Demand is the easiest, most cost-effective approach to adding the benefits of professional financial planning
to your practice. Plus, the cost is completely under your control. For a more professional image and a more
effective Advisys On Demand experience, consider licensing Advisys Mobile and collect your fact finder data
electronically and submit it safely to the cloud after your client meeting.
