Home >> Products and Services >> PSG >> Financial Advisor

At BISYS® Retirement Services, we understand that competition in the retirement market is fierce and prospecting for business is often difficult. That is why BISYS provides a complete array of sales support services designed to make you successful. Our sales experts are at your disposal. BISYS' regional vice presidents, sales desk associates and consultants are available to assist with:

  • customized proposal generation, fulfillment and tracking
  • broker presentations, seminars, product training, sales training and sales calls
  • sales strategy reviews and competitive analysis
  • immediate resolution of product/service questions via a toll-free sales support line

Please click on the links below to review our alliances, a comprehensive list of services, a breakdown of available fund families or to request a proposal.

BISYS Retirement Services Alliances
List of Services
PDFSingleSource
PDFSingleSource Proposal Request Form
PDFPrudentAdvisor Fee-based Solution
PDFPrudentAdvisor Proposal Request Form
PDFLinkInsight - Third Party Administrator Solution
PDFLinkInsight Proposal Request Form
PDFAutomatic Plan Features
PDFIncreasing Participation in Your Retirement Plan
PDFParticipant Tools and Education