Advisys Inc.
Irvine, United States (US) · Information Technology
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Last verified
May 2026
#financial planning software
#goals based needs analysis
#all-in-one approach
#middle market
#insurance sales
#financial planning
#financial education
Advisys Inc is a US-based financial planning software provider located in Irvine, California, serving the financial services industry since 1979.We empower financial professionals – including accountants, attorneys, insurance agents, and financial advisors – with a suite of easy-to-use, cloud-based client presentation and planning tools.
Overview
We empower financial professionals – including accountants, attorneys, insurance agents, and financial advisors – with a suite of easy-to-use, cloud-based client presentation and planning tools. Our interactive retirement and life insurance planning modules, combined with a comprehensive library of over 600 articles and 90 calculators, enable users to quantify client needs and create compelling, personalized presentations.
Advisys differentiates itself through its ‘Do It Your Way’ philosophy, focusing on practical, adaptable solutions that streamline the client development process – from prospecting and needs analysis to customer service and cross-selling. We’re committed to delivering actionable insights, building trust, and fostering long-term client loyalty.
Since our founding, Advisys has helped over 584,412 users log in, viewed 1,677,055 pages, and printed 54,940 plans, demonstrating our impact on the financial services landscape.
Contact Details
Irvine, United States (US), 3 Corporate Park
Founded
1979
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#financial planning software
#goals based needs analysis
#all-in-one approach
#middle market
#insurance sales
#financial planning
#financial education
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