Address:
2398 Lenora Church Road
Suite 100
Snellville, Georgia 30078
Phone Numbers:
- Direct:
770.972.5680 - Toll Free:
866.972.5680 - Fax:
678.374.4985
Hours of Operation:
- Monday - Friday
- 9:00am - 5:00pm ET
We would like to hear from you!
Submit your own testimonial involving your use with the BetaVest software by clicking the button above.
*Testimonails may appear on our company website.
To read what others have been saying about BetaVest™ products, as well as articles concerning The CASE Management System's approach to retirement planning, please try one of the following links.
- Some of the content below contains Flash video. In order to view the content correctly, you will need to install the Adobe Flash Player. If you are not sure that you have the Flash Player, click the image below to go to the Adobe Website.
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"The Retirement Coach" Radio Show - Interview with Jeff Manry (26min) (April, 2009) |
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Best's Review - "E-volutionizing Retirement Planning" (January, 2007) |
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Best's Review - "The March of the Boomers" (January, 2007) |
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Investment Indusry Newsletter - "Vendor Spotlight: BetaVest Technologies Case Management System" (November, 2006) |
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Journal of Financial Planning - "Advancing the Science of Investing in Financial Planning" (June, 2006) Linked with permission by the Financial Planning Association, Journal of Financial Planning, June 2006, William Jahnke, Advancing the Science of Investing in Financial Planning. |
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Financial Planning - "Combating Clients' Fears" (March, 2006) |
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Life Insurance Selling - The Investment Edge - "BetaVest: Investing's Third Dimension" (February, 2006) |
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Journal of Financial Planning - "Modeling Retirement Income" (February, 2005) Linked with permission by the Financial Planning Association, Journal of Financial Planning, February, 2005, William Jahnke, Modeling Retirement Income. |
Click on the following video(s) below to hear straight from our customers and their success with The CASE Management System
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Financial Professionals Discussing BetaVest |
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Click on the arrow of any of the following financial professionals listed below to see what they have said about BetaVest
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Don Patrick, MBA CFP® (Atlanta, Georgia) |
"Our group has been fortunate to integrate and embrace this innovative methodology covering the lifetime investment cycle. It has replaced th use of many planning tools.
It is the first process that engages the client in their retirement planning course of action from start to finish. As a result, decisions are made mutually."
It is the first process that engages the client in their retirement planning course of action from start to finish. As a result, decisions are made mutually."
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Edward B. Kucharski, CFP® (Flemington, New Jersey) |
"About a month ago I purchased the Betavest program and have since been showing the "Reality of your financial future" presentation to various clients and prospects. This included a 401k plan I had been prospecting for nearly a year. I can now report after showing the presentation to four of the partners which I will be using as part of our education process I have been given the go ahead with the plan conversion worth nearly 5.2 million.
Thanks for all your assistance."
Thanks for all your assistance."
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John E. Griz, President Investors Capital (Hilton Head, South Carolina) |
"I am writing because your software has helped me dispell the notion I had all of my clients assets. I thought I had a great relationship with one my top ten clients. The 80/ 20 rule right! He has been very reluctant to sit down with me and fill out a questionaire. Well, finally thru the software I was able to uncover 1.2 mm more of the clients assets. Again, thank you for the ability to present complicated concepts in a none threating factual manner."
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James L. Losey, WealthCare Alliance, Inc (Thousand Oaks, CA) |
"I have been using Betavest over the past year or so and have been gradually presenting it to most of my clients. One of the unexpected and quite fulfilling benefits has been the follow up conversation that occurs with some clients following a successful rolling historical period analysis. When we finish and see a high level of certainty that they won't be running out of money, I ask them if it is their goal when they die to end up with a big pile of money, or would they rather see that money put to good use during their lifetimes. Their response is often that they would like to give more away now, but they had never felt comfortable doing it for fear of running out of money later. Your software has helped them get over the fear and really do some good for both their families and charities NOW, during their lives."
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John E. Griz, President Investors Capital (Hilton Head, South Carolina) |
"I am writing because I wanted to share one giant success story for you all at BetaVest. I have been a financial service professional for over 15 years. I have worked with three major brokerage firms who all had investment planning software but, they didn't provide the client with any factual information that was useful. They served a micro economic approach rather than a macro economic approach. The summit version software has done two things for my practice. It has allowed me to #1, Specialize; #2, Manage pools of assets. Through the use of the tactical allocation side of your software, I was able to release a client from my management responsibilities and he of all things, which was a total surprise, referred a 2 million dollar client to me who has signed up for a full fee based RIA fee only relationship. The client is also referring his father to me and I have not even made one phone call! This software is wonderful. My advice to people who aren't sure whether to buy it is simple, 'Buy it, use it as soon as you get it, and most importantly attend BetaVest University and workshops.' The information you will learn will help you be a better advisor to your clients and truly add value to your relationships.
Again, I wanted to thank Jeff for creating this software and most importantly not being afraid of telling the investing public the truth!"
Again, I wanted to thank Jeff for creating this software and most importantly not being afraid of telling the investing public the truth!"
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Don Hilburn, CFP® (Greer, South Carolina) |
"BetaVest is one of the most progressive and inclusive processes I’ve ever seen."
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Dick Megorden (Charlotte, North Carolina) |
"I have been using Betavest as my retirement income distribution planning system for about six months and have been amazed with my results with clients, centers of influence, and other advisors. This program answers the question everyone has who is approaching retirement without a huge investment base. What chance do I and my wife have of receiving an adequate inflation adjusted income stream for our lives without running out of money?
I like the Betavest approach which uses actual historical asset class returns to develop the probabilities rather than a Monte Carlo routine. I can trace between 3 and 5 million of new business to the use of this system not to mention the help it has been in conserving some existing business. Not only is it a great planning tool but it is also an indispensable tracking system for annual reviews which if used properly will make clients aware of danger years before it bites them. I feel that with this tool most clients will be able to make changes to prevent falling prey to the danger down the road."
I like the Betavest approach which uses actual historical asset class returns to develop the probabilities rather than a Monte Carlo routine. I can trace between 3 and 5 million of new business to the use of this system not to mention the help it has been in conserving some existing business. Not only is it a great planning tool but it is also an indispensable tracking system for annual reviews which if used properly will make clients aware of danger years before it bites them. I feel that with this tool most clients will be able to make changes to prevent falling prey to the danger down the road."
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Kay Shirley, Phd, CFP® (Atlanta, Georgia) |
"The CASE Management System from BetaVest is the most impressive system I have ever seen to address income withdrawal issues in retirement planning. It is a remarkably simple way to describe a complex topic. I have found it to be a powerful tool for teaching clients the realities of investing and letting them choose their own probability for success in a world of unknowns.
The integration of this system in my practice has given me tremendous peace of mind. Now that I have it, I wouldn’t want to be without it."
The integration of this system in my practice has given me tremendous peace of mind. Now that I have it, I wouldn’t want to be without it."
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Paul Burkemper, President Burkemper Tax Advisory Group (St. Louis, Missouri) |
"The BetaVest System has allowed me to illustrate the importance of income planning in retirement. It stresses the differences between the accumulation phase and the distribution phase of an investment plan and creates the fear that is sometimes necessary to motivate prospects into taking action. After walking prospects through the tutorial, any thought of ‘just leaving things as is’ vanishes. It also helps manage the expectations of new and existing clients, which result in greater client retention long-term. Using BetaVest has allowed me to establish new relationships and consolidate assets without even ever mentioning product. It is a tremendous tool."
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Andrew Knutson, AIG Financial Advisors, Inc (La Mesa, California) |
"I am a new BetaVest user this year (2006). I showed a retired prospect BetaVest and my concern was that he would likely not outlive his retirement money unless he invested some of the assets somewhat more aggressively. I received a 1.455 million dollar account for fee-based management."
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Andrew R. Wallace, CSA, Financial Advisor/Planner (Knoxville, Tennessee) |
"When I first started reviewing your software two years ago, I was frustrated
because at that time I was using a number of different software applications
to accomplish the planning needs of my clients. At the end of the day, I
did not feel like any of the planning modules assisted me completely, and
many times I felt like the software I was using confused my clients due to
the long and arduous reports that were produced. Hence, when I looked at
your software, I was a little bit skeptical but thankfully I was open minded
enough to try it out. After my initial look I decided I would try some live
cases on the software. Ultimately, I decided not only to purchase it, but
to get the Summit version of the software.
My goal in adding software to my practice was three fold:
1. I wanted to increase my assets under management and my revenue per client.
2. I wanted software that had great sophistication yet ease of use with the client.
3. I wanted a software application that got the client actively involved and gave them ownership in the process and the solution I would ultimately prescribe for their individual situation.
I can honestly say now that I am two years downstream from using your software, that all three of the above objectives have been accomplished in using the Betavest Case Management System. Ironically, I find that not only are clients interested in retaining me as their personal financial planner, but they are even interested in seeing me take over not just part of their accounts, but all of their accounts. An example of this is that sometimes clients may have a small Roth IRA or a retirement account with their employer and when they find that the accounts are below our minimums or due to regulations can't be moved from the employer to us, they become frustrated because they realize those assets will not be under the direct influence of the solution I have prescribed.
At the end of the day, I wanted to send you and your staff a warm thank you for the tool you've made available to us and more importantly for the equipping you have enabled clients to have in handling the truth as it pertains to their individual situations. I look forward to using your software for many more years and I am excited about what the future holds as I continue to meet and take on new clients with the Betavest Case Management System in my tool bag."
My goal in adding software to my practice was three fold:
1. I wanted to increase my assets under management and my revenue per client.
2. I wanted software that had great sophistication yet ease of use with the client.
3. I wanted a software application that got the client actively involved and gave them ownership in the process and the solution I would ultimately prescribe for their individual situation.
I can honestly say now that I am two years downstream from using your software, that all three of the above objectives have been accomplished in using the Betavest Case Management System. Ironically, I find that not only are clients interested in retaining me as their personal financial planner, but they are even interested in seeing me take over not just part of their accounts, but all of their accounts. An example of this is that sometimes clients may have a small Roth IRA or a retirement account with their employer and when they find that the accounts are below our minimums or due to regulations can't be moved from the employer to us, they become frustrated because they realize those assets will not be under the direct influence of the solution I have prescribed.
At the end of the day, I wanted to send you and your staff a warm thank you for the tool you've made available to us and more importantly for the equipping you have enabled clients to have in handling the truth as it pertains to their individual situations. I look forward to using your software for many more years and I am excited about what the future holds as I continue to meet and take on new clients with the Betavest Case Management System in my tool bag."
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Joe Garrett, Garrett Financial Services (Carrollton, Georgia) |
"Betavest recently helped me keep more than $1 million in fee-based
management. I had two different clients who wanted to move into CDs
because the bank had offered them a one-year rate of 6%. This was in
the summer of 2006 while the market was going through a correction. I
used the software to show my clients the BIG PICTURE and as a result,
they both have remained in their allocated strategies with me. As a
result, the small fee for Betavest paid for itself and more because I'm
able to keep my clients in their fee-based accounts."
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John Westerman, Westerman Financial Services (Winter Haven, Florida) |
"I am a committed BetaVest advocate. I use the Summit Version, and now will no longer take a new client unless they will spend the 35 minutes with me reviewing BetaVest’s self-contained educational program illustrating the key components of retirement income/distribution planning with special emphasis on "Sequential Return Analysis." Has BetaVest helped me grow my business? You be the judge.
I have an existing client I showed it to. That got me his wife's IRA and 5 referrals to new households. After working with BetaVest in each of those 5 homes I acquired another $1.5 million dollars of new variable annuity business.
In another case a gentlemen moved into the office next to me to operate his consulting business. I approached him before I became aware of BetaVest, and he invested $50,000 in a variable annuity. During that process I discovered he had about $1.4 million with a major wire house. Over the last year and a half I have begun using BetaVest with this client. First the client asked if I could help him get $500,000 of life insurance, which led to a VUL sale. Then the client asked if I would be able to manage all of his assets. All $1.4 million is with us now resulting in 2 new variable annuity sales and some 3rd party money management of a portion of the assets.
Jeff Manry and his folks are very personable and helpful. Jeff has even gone as far as to give me his cell phone, and help me with a case and the software in airport as he was changing planes. I'm sure he can't do this all the time. Nevertheless, Jeff and his people have a passion for what they do. My investment in BetaVest has been the single best expenditure in my own career I have ever made."
I have an existing client I showed it to. That got me his wife's IRA and 5 referrals to new households. After working with BetaVest in each of those 5 homes I acquired another $1.5 million dollars of new variable annuity business.
In another case a gentlemen moved into the office next to me to operate his consulting business. I approached him before I became aware of BetaVest, and he invested $50,000 in a variable annuity. During that process I discovered he had about $1.4 million with a major wire house. Over the last year and a half I have begun using BetaVest with this client. First the client asked if I could help him get $500,000 of life insurance, which led to a VUL sale. Then the client asked if I would be able to manage all of his assets. All $1.4 million is with us now resulting in 2 new variable annuity sales and some 3rd party money management of a portion of the assets.
Jeff Manry and his folks are very personable and helpful. Jeff has even gone as far as to give me his cell phone, and help me with a case and the software in airport as he was changing planes. I'm sure he can't do this all the time. Nevertheless, Jeff and his people have a passion for what they do. My investment in BetaVest has been the single best expenditure in my own career I have ever made."
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William Brice, Professional Investors, LLC (Windsor, Connecticut) |
"I tip-toed around with the Betavest software for a while, not really incorporating it into client presentations, waiting to “learn the system more completely” before I started using it. What a mistake. Over the last few weeks of presenting the material to clients I’ve had a 100% success ratio with new customers. Three $500k accounts in three appointments. The results have made it so easy for me to gather assets that I’m laughing! And what’s scary is that I stumble through every presentation, use one-tenth of the material and it still works like a charm! Awesome…"