When I founded Kettley Publishing Company in 1979, little did I know the company would one day grow to
become a leading provider of needs analysis, client education and compliance solutions to financial services
professionals and top financial services companies.
As the company began to grow, so did the professional talent I was able to attract along the way. With our
shared creativity and insight, we have expanded our product offerings and grown the company nationwide through
the loyalty of thousands of satisfied users.
We are proud of our accomplishments, but mindful that the industry, companies and individuals we serve
undergo continual change. To fulfill our role as a trusted partner in their success, we must be forward-looking.
That is why we've developed what is arguably the most powerful and modern needs analysis solution available
today. It is the only enterprise solution that combines needs analysis, client education and presentations
into a single, integrated application.
Enterprise tools give corporate managers complete control over the application's content, configuration and
branding. Business rules facilitate intelligent client analysis and proposal generation. Compliance automation
allows staff to instantly review, approve and upload changes to the application. Reporting features let managers
track usage and measure the effectiveness of training and marketing programs.
The application is mounted on a state-of-the art web services platform that affords integration and
interoperability with other proprietary and third-party applications. This enables providers to achieve their
goals for straight-through processing.
What's more, we've only just begun. We envision many more breakthrough solutions to help our users improve
sales and customer satisfaction, increase productivity and enhance profitability.
Welcome to Advisys.
Richard M. Kettley, JD, CLU, ChFC
President and Chairman
