eMethuselah Wealth Management Software

eMethuselah is a browser based version of the Methuselah platform that is sold exclusively to large financial services enterprises for their field advisory forces. eMethuselah provides our corporate clients the ease and flexibility of deploying a sophisticated financial planning solution without having to distribute software to hundreds or thousands of desktops.

It is a powerful and flexible financial planning tool that offers both a modular and/or comprehensive planning approach. All planning calculations are integrated with each other and are driven by a single set of data inputs. It also has the added benefit in these times of concern for privacy of storing all of the client information in a corporate database as opposed to the local storage of Methuselah. Offered at the Bronze level, eMethuselah can address all your client's needs.

Bronze is a goals based tool addressing education, retirement, survivor needs, disability income needs and long term care analysis. Asset allocation is available to institutional accounts.

View Sample Report. (Size: 2.22MB)