InsMark Recommends
Back Room Technician (Advisys)

(Special Discounts available for Licensed InsMark Users)

Financial professionals choose Advisys to capture, cross-sell, educate and serve the middle-class and mass-affluent customer ($100,000 to $1,000,000 in liquid financial assets) in a way that is efficient and mutually profitable to all parties.

You are familiar with the InsMark Illustration System and Wealthy and Wise. In reviewing Back Room Technician, we have come to the conclusion that it is a fantastic complement to your InsMark software platform (with very little overlap or duplication).

Accordingly, we invited Advisys to InsMark’s last Symposium in Las Vegas in March of 2015, and we plan to develop an even closer relationship with them in the months ahead.

If you are a current InsMark user and want to learn more about the Advisys products (and the discounts available), click below.