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Richard M. Kettley
Kettley Publishing Co. has a NEW NAME
 
Advisys, Inc.
 
Ownership and Management have NOT CHANGED
 
Our committed desire to serve you has NOT CHANGED
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
Advisys, Inc.
Customer Support



Back Room Technician
Customer Support
Training Videos
Support FAQs
Knowledge Base
Replacement Software
7520 Rate (AFR)
Contact Customer Support
Learning Center
About Advisys
Contact Us





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.


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