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.
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.
We take time to simplify complex concepts and calculations to make them client-friendly.
We create educational content and planning tools that are second to none for their accuracy.
We adapt our solutions to the way our customers do business to support their success.
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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Highly experienced technology professionals who share a passion for designing and delivering practical solutions that deliver results and delight Advisys customers.
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.
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.
Marketing Director
Paul is dedicated to showcasing the value of Advisys through impactful marketing initiatives. He collaborates closely with enterprise partners to host webinars and live sessions, including breakouts and seminars, to engage and educate clients. Paul also plays a key role in creating comprehensive training materials that empower financial professionals, aligning with Advisys' “do it your way” philosophy for an exceptional customer experience.
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.
3 Corporate Park, Suite 240,
Irvine, CA 92606
Phone: (800) 777-3162
Fax: (949) 250-0794