Presentation Software

Whether you are a CEO, a Financial Advisor or a financial educator AdvisorTek resources of Presentation Software will help you choose effective presentation software.
Vendor Directory

Concept Toolkit

Ativa Interactive Corporation
1063 King Street West, Suite 265
Hamilton, ON L8S 4S3

Phone: (905) 648-3221

Calculate. Plan. Educate.

Easily explain and reinforce complex financial concepts with Concept Toolkit software. A combination of 100 interactive calculators and 200 information graphics (infographics) provides professional advisors with the perfect one-on-one or group presentation tool to complement their existing financial planning software.

  • Complement your existing financial planning software with visual screens and printouts
  • Use concepts to start the sales process with clients and prospects
  • Create presentations for workshops or one-on-one meetings with the built-in concept screens
  • Perform quick, on-the-fly calculations to complement clients questions and what-if scenarios

Exceptional ease of use means you are up and running immediately. Concept Toolkit covers the full spectrum of Financial, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning.

Analyze: Perform powerful calculations and what-if scenarios
Intuitive: Illustrate complex concepts visually.
Context: Historical returns support market returns
Convert: Nurture your prospects and add value.

Advisys Inc.

(formerly Kettley Publishing Company)
20271 SW Birch Street, Suite 200
Newport Beach CA 92660

Phone: (800) 777-3162

Advisys, Inc. products, including Back Room Technician® and echoWealth™, are widely used to increase sales, train existing advisors, engage high-level recruits, educate consumers on product offerings and market to prospective and existing clients. The comprehensive reports, calculations, charts, graphs and illustrations are used by Fortune 100 companies and more than 65,000 financial professionals nationwide.


161 E. Evelyn Avenue
Mountain View, CA 94041

Tel: 650.964.6745

Duarte is the preeminent presentation company in the world. Duarte Academy delivers year-round public workshops and corporate onsite VisualStory training to organizations who understand the power of clear, compelling communication to align employees and catapult the organization ahead of the competition. We created a set of tools for the lone agents in organizations trying to compel their bosses, peers or direct-reports to change the way communications are done.

Our clients include innovative Fortune 1000 companies in diverse industries, such as Adobe, American Express, Apple, Chevron, Cisco, Citrix, Disney, Dolby, ebay, Electronic Arts, EMC, E*Trade, Facebook, Food Network, Ford, GE, Genentech, GlaxoSmithKline, Google, Hewlett-Packard, Intel, Johnson & Johnson, Kaiser Permanente, Logitech, Nestle, Nokia, Palm, Scripps Network, Symantec, Twitter and Wells Fargo. In fact, Duarte maintains relationships with more than half of the world’s thirty most valuable brands.

Emerald Publications

12395 World Trade Drive
San Diego, CA 92128

Phone: (800) 233-2834

Emerald Publications is the industry-recognized, leading provider of financial seminars to the industry today – and there’s a very simple reason why our seminars are first-class. Seminars are a highly effective way for financial professionals to market their services. Public seminars allow you to get in front of hundreds of prospects at one time; co-sponsored seminars allow you to showcase your services to specific groups or markets; and one-on-one client-only seminars are a great way to help with client retention. Emerald offers 4 comprehensive, 20 topic-specific, and 4 special-subject seminars to meet the needs of today’s market. All Emerald seminars are NASD reviewed.

Forefield Advisor

Forefield Inc.
100 Locke Drive
Marlboro, MA 01752

Phone: (800) 550-6831

Forefield Advisor is a real-time sales, education, and client communication tool that enables financial advisors to deliver current, concise and compliant advice to clients. Veteran advisors use Forefield Advisor as sales and presentation tool that makes it easy to research and communicate sound financial strategies. New advisors can become instant experts on a broad array of financial topics using Forefield Advisor’s dynamic database of original articles and tools.

FMT Solutions

37672 S. Terrace Park Dr.
Tucson, AZ 85739

Phone: (800) 430-7052

Financial Marketing Track Solutions™ provides customized training, consulting, and marketing services for financial corporations and their representatives. We specialize in helping financial advisors build their practices through seminar and worksite marketing. Our suite of six seminars includes: Retirement Planning Today, Retirement & Your 401(k) Plan, Retirement & Your 457 Plan, Faith, Life & Money , Realizing College Dreams and The Life Planning Workshop.

The Kugler System

Phone: (800) 358-4537

Create compelling, sales-generating seminars which provide everything you need to present estate, business and retirement planning concepts to a group. Our Marketing Manual walks you through the entire process – from booking a room, creating a direct-mail and advertising campaign to support your efforts, handouts, follow-up letters and more. Again, using the same concepts, we’ll equip you with slides or a PowerPoint presentation — giving you a professional way to make your pitch using Kugler’s proven, powerful content. This package is available in both versions — Estate; Business Planning AND Retirement.

LifeCourse Navigation

Age Wave
One Embarcadero Center, Suite 3810
San Francisco, CA 94111

Phone: (800) 679-3009

LifeCourse Navigation: Charting Your Journey to Retirement Freedom is a one-of-a-kind seminar marketing system created to help you multiply your business prospects and expand relationships with existing clients. This educational, entertaining and life-changing seminar will spur your audiences to think differently abut their lives, their futures and their financial plans. Most “financial planning” and “life planning” seminars are indistinguishable from each other. UNTIL NOW. Dr. Ken Dychtwald, best-selling author, sought-after public speaker and America´s “Age Wave” guru has created this powerful new seminar system packed with eye-opening facts and thoughtful insights culled from nearly thirty years of cutting-edge research.

Presentation Pro

3384 Peachtree Road, Suite 650
Atlanta, GA 30326
Phone: (800) 379-6393

PowerPoint Templates, 3D graphics, powerpoint plugins, converters, and special effects software for the best presentations.

Scenario Seminars

P.O. Box 5643
Rockford, IL 61125

Phone: (815) 874-9349

Scenario Seminars are highly graphic professional seminars designed to help you market and sell your services in the wealth market. Scenario Seminars provide highly professional client-level explanations of complex financial topics. They don’t simply educate – they motivate. Each seminar system uses a case study approach that helps illustrate the advantages of taking action and the disadvantages of not acting. Each Scenario Seminars program provides you with the tools you need to plan and deliver an outstanding and highly effective prospecting seminar. All of the materials are provided to you on CD-ROM, so that you can print out additional participant workbooks and materials without additional cost!


Phone: (877) 755-7522 ext. 1

ScholarLab is one of North America’s leading developers of online learning, conferencing and communication solutions for organizations of all types and sizes. ScholarLab’s market-proven platform enables clients across a bright spectrum of industries (including healthcare, legal, real estate, finance, and more) to deliver superior and highly profitable online education programs that walk in stride with the needs of today’s learners and the capabilities of our digital and mobile-centric world.

ScholarLab’s Adaptable Learning Desktop (ALD) is a patent-pending, mobile friendly platform that instantly snaps together online multimedia, collaborative e-learning authoring, and real-time communications applications and is accessed by almost a million learners in 50+ countries.

Seminar Direct

315 E. Watkins St.
Phoenix, AZ 85004

Phone: (888) 629-1919

Seminar Direct provides promotional and marketing support to financial advisors and insurance professionals growing their business with financial seminars. Products include seminar invitations, financial postcards and drip marketing systems.


13131 Dairy Ashford, Suite 210
Sugar Land, TX 77478

Phone: (866) 912-8855

Silicus’ mission is to challenge how organizations engage software technology to create enterprise value. We do so by providing software development, outsourcing and technology consulting services that enable organizations to seize market opportunity, empower their people and drive operational efficiency.

Enterprises across the globe partner with us for our industry and technology experience, proficient set of methodologies, and strengths in harnessing next-gen web, cloud, mobile, analytics, social, and collaboration technologies.

Standard & Poor’s Financial Communications

111 Huntington Avenue, Sixth Floor
Boston, Massachusetts 02199

Phone: (800) 326-7697

Standard & Poor’s Financial Communications’ innovative Newsletter OnDemand is the premier turnkey marketing solution for financial advisors to create and distribute custom generated, personalized and branded eCommunications. Use this tool to respond to market events, reach out to prospective clients, help prepare clients for portfolio reviews, or as a follow-up to meetings, calls, and seminars. Create periodic eNewsletters to different practice segments or take advantage of different life stage eNewsletters created by S&P Financial Communications. Advisors receive access to FINRA-reviewed articles and market and economic analysis from Standard & Poor’s.

The Virtual Assistant (VSA) 

Financial Services Online
400 Windmill Oaks Drive
Wimberley, TX 78676

Phone: (225) 387-9845

The Virtual Sales Assistant (VSA) is “the most comprehensive support tool in the industry” with virtually everything an advisor needs to operate a practice. Includes a Website, newsletters, personalized reports and presentations, calculators, lead generators, Powerpoint seminars, advanced planning books and tools and more. Priced at just $21.95 per month (first month free, no start up fee and no contract), the VSA is simply a great value for insurance and advisors. Discounts available through sponsoring companies, IMOs, broker-dealers and associations.