
Customer Support
Welcome to Advisys' customer support page. Here you will find listed all of
our various support tools and information. We encourage you to explore them to enhance every aspect
of your experience with Advisys' software.
We are constantly working on expanding our Support Knowledge Base and adding new tools to save you time
and make you more productive, so don't forget to visit this page often.
| New Users |
| If you're new to the Advisys software, we recommend that you: |
|
| Experienced Users |
| If you're an experienced user of the Advisys software, we recommend that
you: |
- Review the Advisys Support
Knowledge Base for new and interesting topics,
- Contact technical support (click here for online chat) for additional assistance, and
- Tell us about your experience as a user so we can improve our products and services.
Click here
to send the
support team an email with your ideas on how we might improve.
|
| CUSTOMER SUPPORT TOOLS AND INFORMATION: |
Online Video Training 
Start Here! Learn how to use the Advisys
software in the privacy of your own
home (or office) and at your own pace. These 5 to 10 minute videos take you through some of the basics about how to
use the most important features within the Advisys software, as well as some advanced planning techniques for the
FPS and APS.
Frequently Asked Questions 
After viewing the training videos, we recommend that you take a look at the 10 most frequently
asked questions about the Advisys software. We've found that most of your customer-support-related questions will
be answered right here!
Advisys Support Knowledge Base 
Search our database of support articles and solutions. You can find articles using a keyword search and/or
table of contents. If you can't find something, please let us know!
Technical Support Online Chat 
Need an answer to a technical question right now? Click
here (during regular business hours) and you will be instantly connected to a support rep. If we're closed,
you'll be given an opportunity to send an email, which we'll respond to as soon as we're back in the office.
Submit a Questions Form
Support E-mail questions will be answered by the Support Team
Product E-mail questions will be answered by the Sales Team
To place an order, click here or call our sales line at 800.777.3162.
Get Replacement Software 
If you've gotten a new computer or just formatted you old one, you'll need to
download the latest Advisys software for installation. Click here to
start the process - but remember
that you're downloading a CD. We only recommend this option to those using a broadband (DSL, cable, T1, etc.)
Internet connection. Otherwise, you may order a replacement CD for $20 by dialing 800.777.3162.
Diagnostic File
Send your Advisys Software Diagnostic file
to Technical Support.
7520 Rate (AFR) 
The Charitable Quick-Plan, one of the modules in the APS product, requires the current AFR
(or applicable federal rate.) Click here to see both this month's rate and rates from the last few years.
Product Customization 
Here you'll find information relevant for institutional managers and home offices about the
advantages and opportunities for building solutions that assist your financial professionals
in marketing their services more effectively.
Contact Us 
Departmental names, phone numbers and addresses.
|