Methuselah Wealth Management Software

Methuselah is our premier wealth management software solution aimed at solving the financial planning needs of the affluent and ultra high net worth market. The product is marketed to independent financial advisors who service this market and segments of the large financial institutions that service this clientele.

Methuselah is 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, a goals based only financial planning tool
• Gold, both goals and cash flow based financial planning tool
• Platinum, both a goals and cash flow based financial planning tool that incorporates the planning needs of the wealthiest customers including high-end trust and estate planning.

The stand-alone solution can purchased over the internet or by phone, downloaded, and run on a Windows-based PC.
For Browser version of Methuselah, see eMethuselah.

View Sample Report 1. (Size: 242KB)
View Sample Report 2. (Size: 501KB)