financeXpert Announces Agreement with Distribution Systems, Inc. for Sales and Marketing of Financial Guidance System™

Share Article

financeXpert.com, Inc. today announced that it has reached an agreement with Distribution Systems, Inc. (DSI) of Vancouver, WA for the sales and marketing of their groundbreaking Financial Guidance System™ (FGS™). Relationship to commence with 14-day free trial of groundbreaking technology available to Financial Advisors.

financeXpert.com, Inc. today announced that it has reached an agreement with Distribution Systems, Inc. (DSI) of Vancouver, WA for the sales and marketing of their groundbreaking Financial Guidance System™ (FGS™).

The first program offered by financeXpert under this new agreement is a free 14-day, no obligation trial of FGS™. Financial Advisors can sign up through an easy online form at http://www.financexpert.com and begin creating powerful simulations for their clients immediately.

According to DSI’s Executive Vice President of Sales, Tim McCain, “We believe the best way for Financial Planners to understand the opportunity and value financeXpert’s software will bring to their businesses is to offer them two-weeks of no-obligation access in order to run simulations and test our claims for themselves. We have no doubt that they will be convinced Financial Guidance System™ is the only tool available to manage the spending side of retirement, integrate cash flow events and market volatility, and coordinate personal and business financial planning the way they’ve always wanted.”

financeXpert’s Chairman and Founder Larry Fowler is excited about the new relationship with DSI. “DSI brings our firm the capability to hit the ground running with superior sales processes and marketing support. We are confident that this relationship will quickly make a significant difference in our firm’s market penetration. They are the only firm we identified that brought us a clear understanding of our market’s needs and how our solutions matched up.”

Financial Guidance System™, a web-based platform built on the powerful .Net platform, is the first technology solution designed specifically to help financial advisors, business planners and others focus on understanding and managing client behaviors rather than predicting market performance.

FGS™ includes features that help advisors manage “Event Risks.” These features include the ability to plan asset allocations at the account level, enabling advisors to have different risk profiles for different goals.

To help advisors and planners transition their practices to offer new services in meeting the changing service needs of tens of millions of retiring “Boomers,” FGS™ employs an “endowment approach” to retirement planning simulations. Says Fowler, “By now it’s obvious that the tools that advisors need for managing retirement distributions are different from the ones they used to help clients accumulate wealth.”

In contrast to traditional planning solutions’ focus on predicting the future, FGS™ gives advisors the ability to stress-test financial decisions using a range of realistic simulations.

Allowing customers to experience a “financial simulator” using actual market data helps advisors change the focus from “getting the right answer” to “making the right decision.”

“FGS™ has converted planning from a one-time event to one that puts the advisor at the center of their customers’ financial world, opening huge new revenue opportunities,” says Fowler.

Future releases are planned to include direct links to a variety of data sources, allowing advisors to automatically update simulations whenever they choose.

About financeXpert, Inc.

financeXpert, Inc. is a Washington State corporation, founded in 2001. financeXpert designs, develops and licenses web based financial management software, on a subscription basis, to independent financial advisors, banks, brokerage firms and trust companies to help them improve customer retention, boost recurring revenues and increase profitability. financeXpert technology empowers financial advisors to provide meaningful financial services to their clients with greater frequency.

About Distribution Systems, Inc.

Distribution Systems, Inc. is a sales and marketing outsourcing firm that specializes in the development and implementation of integrated sales and marketing strategies. Distribution Systems, Inc. does this by working with clients and developing a customized integrated sales and marketing strategy to meet the needs of the client by providing, sales management, hiring and training of sales professionals and/or providing sales support to clients. The proper solution(s) are determined by working with firms and integrating the solution to meet their needs, culture and determining the appropriate growth for their firm.

For additional information contact:

financeXpert.com, Inc.

Jerry Hammack, VP of Product Management

Telephone Number: 425-458-4998

Distribution Systems, Inc.

Wally Peterson, EVP of Marketing

Telephone Number 360-601-6516

Website: http://www.dsiresults.com
Three Minute Web Movie: http://dynamicpresentation.dsiresults.com/

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Larry Fowler
Visit website