Product Overview

From basic financial calculators to complex cash flow based planning tools Financial Guidance has the tools to help both the enterprise and the individual advisor succeed. We offer four levels of planning functionality in two integrated product sets; Methuselah and Financial Compass.

[Brochure]

Methuselah is itself further segmented into three levels of sophistication geared to supporting the different levels of need in the financial advisory marketplace. The three levels of Methuselah are Bronze, Gold, and Platinum.

Financial Compass is a new toolset that provides a series of single issue goal analyses that can be used in the support of limited product-focused sales efforts by financial advisors focused on a limited range of products or for customers of limited planning needs.

Financial Compass and Methuselah both share a common central server component called Enterprise Management System (EMS). This central server is used for a variety of functions including:

• user licensing and permission setting
• usage statistics tracking
• central storage of customer files
• collaboration and/or sharing of customer files
• integration with other solutions such as in-house CRM, Order Entry, or Clearing systems

The various subcomponents of EMS can be adjusted to meet client needs ranging from simple licensing and usage statistics up to sophisticated platform integration on an advisor portal.