Reference Software

Search the AdvisorTek network of providers for Financial Services Reference Software resources. 


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.


2700 Lake Cook Road
Riverwoods, IL 60015

Phone: (800) 525-3335

CCH provides leading tax and business law information and software solutions. CCH products track, report, explain and analyze tax and related law in over approximately 700 publications in print and electronic form for tax, accounting, legal, human resources, banking, securities, insurance, government and health care professionals.


650 Hwy #7 East, Suite 308
Richmond Hill, ON L4B 2N7
Phone: (888) 316-5433


CompeteUS™ is the new generation of advanced yet easy to use life insurance comparison software in the United States. The CompeteUS™ software provides users with the ability to instantly shop and compare among hundreds of term and other plans from well over 100 life insurance companies in the United States. Comparisons are virtually instantaneous, and include year by year cost and cost accumulation detail, side by side comparisons and interactive graphic presentations, along with numerous other beneficial comparison and evaluation functions. CompeteUS™ also includes the Multi-Calc™ suite of financial tools.

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.

Morningstar Annuity Analyzer

Phone: (866) 619-5932

Morningstar® Annuity Analyzer streamlines the process of researching contract and subaccount-level details to make it easier for advisors to recommend and explain variable annuities to clients, all while meeting their compliance needs.

Annuity Analyzer provides access to the most comprehensive universe of variable annuity data available, including reports on more than 1,400 variable annuity contracts and more than 55,000 subaccounts, as well as transparent death and living benefit descriptions. Powerful screening capabilities allow searches by subaccount, contract, or rider to help you quickly narrow down the appropriate products for any client situation.

True side-by-side comparisons help you navigate the complex benefit characteristics of annuities by examining them together. And FINRA-reviewed reports present a snapshot of key contract information to help investors select the right annuity product.

Morningstar Principia

Phone: (866) 705-5551

Morningstar Principia is a powerful, time-tested modular software system that includes mutual funds, stocks, variable annuities, closed-end funds, exchange-traded funds, and separate accounts. For more than 10 years, investment advisors — from independents to large broker-dealers — have relied on it to conduct advanced research and analysis, monitor portfolios, and propose investment strategies.

During that time, we’ve continually enhanced Principia’s core capabilities by adding new investment databases and analytical tools. The result is a flexible and cost-efficient system that’s easily adaptable to the specific needs of your business.

In addition to its research databases, Principia features specialized modules for asset allocation, analysis of defined contribution plans, hypothetical reports, and client presentations and education. And with the addition of Principia CAMS (formerly dbCAMS+) to the lineup, Principia users can now create performance reports and Portfolio Snapshot reports based on their clients’ actual performance data.

Quickfinder CD-ROM

Quickfinder Handbooks
P.O. Box 966
Fort Worth, TX 76101-0966

Phone: (800) 510-8997

Income tax and financial planning Quickfinder handbook. The 2004 Edition Quickfinder CD-ROM is improved, loaded with new features, and ready to roll! Now you will be able to bookmark pages and forms that are most relevant to you and your clients, make notes in the virtual margins, and use a much more powerful search engine to get you where you need to go. Used as a companion product with the printed Quickfinder Handbooks, the Quickfinder CD-ROM provides a comprehensive tax research archive to large firms and independent professionals alike.


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.

Tax, Insurance, & Financial Planning Online Resources 

The National Underwriter Company
5081 Olympic Boulevard,
Erlanger, KY 41018

Phone: (800) 543-0874

The benefits of Tax Facts and AUS are now combined in this single, sophisticated online delivery platform.

OnlineAUS is there to help you answer your clients’ urgent questions and devolop solutions for their planning challenges. Designed for fast, easy navigation, with material presented in a straight-forward narrative style, AUS provides the diverse set of high-power tools that insurance and financial professionals need for success.

Tax Facts
Tax Facts is the indispensable and authoritative tax reference for financial professionals. Tax Facts Online delivers the same trusted information as the Tax Facts Source Books with the benefit of robust search capabilities, interactive calculators and tools, and always-up-to-date information.

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.