Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.


Advisys creates smarter, simpler, faster financial planning and insurance sales solutions for professionals. Reports summarize on a single page the client’s need and a solution. Education materials simplify complex topics and are easy for clients to understand. Calculators answer a client’s questions or overcome objections with just a handful of inputs. It’s why many consider Advisys the most frequently used financial planning and insurance sales solutions for professionals.

Since our inception as Kettley Publishing and Back Room Technician ®, Advisys solutions have stood the test of time. Our 40,000 licensed users cover a cross-section of the industry, demonstrating that Advisys’ approach can improve results, referrals, cross sales and customer loyalty no matter in which field or profession you work.

  • Financial Planning
  • Insurance Sales Solutions

Companies that integrate with Advisys

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.