Zywave introduces new tool for financial planners at FPA Experience

Company presents Advisor Briefcase®, a powerful market segmentation and communications product

Milwaukee, WI – October 3, 2012

Zywave, Inc. today introduced Advisor Briefcase, an expansion of their software offerings for financial planning professionals, following an announcement by Zywave president and COO Jim Emling at FPA Experience on Sept. 30. Advisor Briefcase, a financial services equivalent of Zywave’s market-leading communications tool for insurance brokers, Broker Briefcase®, is designed to help advisors differentiate their services, enhance client relationships and drive growth. Zywave’s financial software product family currently includes NaviPlan® and Profiles®, popular needs assessment and financial planning tools.

“For financial advisors, segmenting their client base and communicating with each one personally can be a daunting task,” said Emling. “Communications that are preferred by baby boomers don’t work with Generation X or Generation Y. Advisor Briefcase gives professionals relevant content, delivered at the right time, in a tool that reaches all audiences.”

To be released at the end of October, Advisor Briefcase offers content that advisors will use to educate and empower their clients, on topics such as retirement, investing, estate planning, insurance and much more. “Delivering valuable, targeted information throughout important life stages and becoming that go-to resource for clients fosters long-term, trusted client relationships,” said Emling. “Clients will soon rely on you for vital updates and personalized content, boosting your retention—and promoting referrals.”

Advisors will also have access to educational resources and materials to help them grow their business. With the powerful but simple Advisor Briefcase, users are able to easily access, distribute and track utilization of the content all in one place, including uploading their own content and distributing content email campaigns in minutes.

“Advisors want solutions that go beyond the one-size-fits-all approach that many are employing today,” noted Cory Olson, product director of Advisor Briefcase. “The resources offered in Advisor Briefcase will revolutionize the way advisors communicate and make them an indispensable partner to their clients.”

About Zywave

Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.

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