• The Premier Software & Technology Directory for Financial Services

    The Premier Software & Technology Directory for Financial Services

    AdvisorTek.com offers powerful tools and an extensive directory of premium providers of software and technology solutions for corporations and advisors in the financial services industry.

  • Financial Planning Resources

    Financial Planning Resources

    AdvisorTek resources provide financial advisors access to an array of Financial Planning tools, calculators, relevant articles and a full directory of service providers to help them build a successful financial planning practice.

  • Financial Calculators

    Financial Calculators

    Analyze • Reinforce • Educate
    Add instant interactivity to your Advisor or Corporate website with easy-to-use financial calculators that allow clients to enter their own personal scenarios to educate and reinforce your recommendations with complete historical context. Visit the calculator gallery and learn more.

  • Asset Allocation Directory

    Asset Allocation Directory

    AdvisorTek provides Financial Planning professionals with a full directory of Asset Allocation Software providers and solutions. Search our extensive network today.

  • Portfolio Management

    Portfolio Management

    To help you manage the performance of your clients’ stocks, mutual funds, and other investments search the AdvisorTek directory of Portfolio Management software providers.

Insurance Illustration

Partner with experts from the AdvisorTek Insurance Illustration network who specialize in serving the insurance and financial services industry. Search the directory for consulting and software providers with a focus on life insurance sales, products, annuities and more. The AdvisorTek network of Corporate Insurance Illustration Solutions has gathered a vast network of providers to help financial service professionals specifically with insurance related initiatives.

Advisor Consultant Network
443 North clark Ave, Suite 350
Chicago, IL 60610
Phone: (312) 994-2347
Email: sales@adeptia.com
Website: www.adeptia.com
Adeptia provides enterprise software to easily and quickly automate business processes across supply chains using industry-specific standards. Adeptia’s business process management (BPM) software allows customers to integrate disparate information sources, software applications and business users both within an enterprise and across customers, vendors and business partners. Moreover, Adeptia’s technology allows customers to design, automate and improve workflows and thereby drive efficiencies.

Coss Development Corporation

2001 Westside Parkway #210
Alpharetta, GA 30004

Phone: (770) 667-3001
Email: info@cossdev.com
Website: www.cossdev.com

Since 1987, COSS has specialized in serving the insurance and financial services industry. We have worked in partnership with over 70 major financial institutions. Our staff brings professional industry experience to every conversation with you: we make it our business to understand the types of obstacles you face and the goals you desire to achieve. COSS has earned its leading position in delivering technology solutions to the financial services marketplace.


1441 Ute Blv, Suite 340
Park City, Utah 84098

Phone: (435) 649-5300
Website: www.ebix.com

EbixExchange has been selling life insurance sales software applications for over 20 years. EbixExchange’s flagship application, WinFlex, offers a Single Entry, Multi-Carrier Interface (SEMCI) for more than 35 carriers. Our Vital products – VitalTerm, VitalUL, VitalLTC, VitalAnnuity and VitalSigns – compare rates and information for term, universal life, long term care and annuity products and report on carrier financial health. They are available online through our VitalSales Suite web portal, which offers agent sales tools in one convenient place. Integrations with our SmartOffice CRM and our transaction applications, AnnuityNet and LifeSpeed, allow us to effectively move data through the pre-sale process to application submission. EbixExchange’s growing client list currently has over 35 major life insurance companies and dozen’s of the largest independent marketing groups.

illustrate inc.

920 The East Mall, Suite 200
Toronto, ON M9B 6K1

Phone: (416)-626-6230
Email: hassnein.ravji@illustrateinc.com
Website: www.illustrateinc.com

illustrate inc. specializes in policy illustration solutions to help simplify the sales process involving life insurance companies, agents, and consumers. Founded in 1989, our product offerings are equipped with individual training programs, and provide tools to help life insurers and sales producers improve the quality, diversity, and speed of information transfer between advisors, their clients, and the head office.

ImagiSOFT, Inc.

PO Box 13208
Albuquerque, NM 87192-3208

Phone: (877) 510-4702
Email: support@imagisoft.com
Website: www.imagisoft.com

ImagiSOFT has about thirty insurance / securities company customers using our Life Insurance Illustration, 403(b) Maximum Annual Contributions, Paycheck Analysis, Required Minimum Distributions (RMD), and Roth IRA software. Our software updates system, NetUpdate, could save your company thousands of dollars in software distribution costs.

Insurance Squared Inc.

25 Eby Crescent
New Hamburg, ON N3A 1Y9

Phone: (866) 662-5433
Email: sales@insurancesquared.com
Website: www.insurancesquared.com

Insurance Squared Inc. provides websites and online marketing programs to life insurance professionals. Online life insurance shoppings systems provide great conversion to leads on your websites; our websites are customizable yet low cost, and we are leaders in online lead generation in the life insurance industry.

Insurance Technologies

Two South Cascade Avenue
Colorado Springs, CO 80903

Phone: (719) 442-6400
Email: info@insurancetechnologies.com
Website: www.insurancetechnologies.com

Insurance Technologies provides innovative sales automation solutions to the insurance and financial services industries. Our products ForeSight™ (sales illustration), and FireLight® (e-application business) supply carriers and distribution partners , accurate tools needed to automate and accelerate the sales process allowing more time to develop new sales opportunities.

Lewis & Ellis

2929 N. Central Expressway, Suite 200
Richardson, TX 75080

Phone: (972) 850-0850
Website: www.lewisellis.com

L&E Illustration Systems give our clients a powerful advantage when it comes to competing for new business and enhancing existing business. We’ve spent nearly two decades creating ground breaking illustration systems, improving their performance and making them easier to use. We design our solutions where our clients need them, whether that’s on a Windows platform or the Internet. If you want vivid, high impact presentations of your products, discover customized L&E Illustration Systems. We help generate sales for all types of products.

Morningstar Annuity Analyzer

Website: http://global.morningstar.com/annuityanalyzer
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.


499 Thornall Street
Edison, NJ 08837

Phone: (800) 775-3592
Email: info@navisys.com
Website: www.navisys.com

NaviSys Front OfficeTM allows you to streamline sales and service. With Front Office, you can complete illustrations, quotations and applications sooner. Close sales faster. And maintain valuable customer relationships longer. This advanced, platform-neutral suite of solutions offers an unparalleled consumer sales and service experience to all of your producers and policyholders. Life Products: Term, Whole, Universal, Variable Universal. Annuity Products: Deferred, Immediate, Fixed, Variable, Unbundled, Market Value Adjusted, Equity-Indexed, Structured Settlement. Advanced Concepts: Deferred Compensation, Split Dollar, Business Continuation, Education Funding, Executive Bonus, Key Person, Mortgage Acceleration, Pension Maximization, Annuity Wealth Transfer, Retirement Support.

Philibert Software Group

2001 Westside Parkway, Suite 210
Alpharetta, GA 30004

Phone: (800) 969-7741
Email: psg@philibert.com
Website: www.philibert.com

Philibert Software Group is a developer of policy illustration software for the life insurance industry. The staff of Philibert Software Group has vast knowledge and experience related to the sales tools developed and used throughout the life insurance industry. Philibert Software Group was founded in 1984 and has continued to grow and expand its product line to the present time. As a group the employees of Philibert Software Group have knowledge and experience in life insurance sales, life insurance products, advanced sales, niche markets, programming languages, mainframe computers, microcomputer systems, and emerging web technologies. As a member of the COSS Group of Companies, Philibert is able to offer an expanded array of products and services to meet its client’s needs.

StoneRiver, Inc.

StoneRiver, Inc.
3701 Algonquin Rd., Suite 400
Rolling Meadows, IL 60008

Phone: 855-529-9615
Email: solutions@stoneriver.com
Website: http://www.stoneriver.com/content/life-health-annuity-solutions

Life Portraits ES is your end-to-end solution from point-of-sale to e-submission of the application providing you with access anywhere, from the field to home or office in a complete electronic environment. Life Portraits ES modules create a customized marketing suite that fits the way your company sells today and easily adapts to help you take advantage of opportunities tomorrow. StoneRiver’s Life Portraits ES is known for the most effective home office maintenance tools in the market. Our solution is designed to strengthen relationships, speed your sales process and ensure compliance.

SunGard VIP

SunGard Insurance Systems
2000 South Dixie Highway
Miami, Florida 33133

Phone: (800) 337-2677
Email: sales@insurance.sungard.com
Website: SunGard VIP

SunGard VIP (Versatile Illustration Partner) will help your company increase sales, hold down expenses and allow you to leverage your technology investment. VIP is designed with autonomous components so that with one illustration system you can cover all your distribution channels, from basic ledgers to comprehensive COLI. Our Web-based SunGard VIP offers a complete set of tools, including fully integrated authoring tools, for the home office with comprehensive concept-driven sales tools for producers. SunGard VIP allows companies with diverse product and distribution requirements to achieve a truly integrated enterprise solution.


Welis, LLC
725 Canton Street
Norwood, MA 02062

Phone: (781) 255-6990
Email: sales@welis.com
Website: www.welis.com

WELIS develops illustration and administration software for the life insurance and annuity industry. Our modern code base and decades of experience in the industry allow us to support our clients’ most diverse and sophisticated products and marketing concepts without difficulty. Our clients have achieved significant cost savings as well as increased production and more extensive market penetration.Only WELIS offers a single, comprehensive and sophisticated solution to insurers that can properly meet today’s need to deliver multiple product lines to a multitude of distribution channels in a timely and cost efficient manner.