Financial Compass™

Simple, Yet Powerful, Planning Solution to Close More Business and Build Long-term Trust

From simple investment planning to saving enough money for retirement or education expenses, clients have many goals, objectives, and dreams. With Financial Compass, your financial advisors can be certain they are providing clearly understood and appropriate guidance tailored to meet the individual needs of their clients.

Financial Compass is a goals-based, needs analysis application that enables financial advisors and insurance professionals to quickly evaluate their client’s financial situation. High-quality, easy-to-understand presentations support recommendations and position appropriate investment and insurance products to close more business.

Offering a highly intuitive, step-by-step interface, Financial Compass is designed for ease of use, allowing advisors to quickly produce an actionable investment or financial analysis in a few simple steps. Whether an advisor is looking to create a single goal presentation or analyze multiple client needs, Financial Compass offers seven sales-oriented modules that address many common financial needs.

  • Asset Allocation ⁄ Investment Planning
  • Retirement Funding
  • Education Funding
  • Event Funding
  • Life Insurance
  • Disability Income
  • Long-Term Care

Action-Oriented Financial Analyses

Allowing advisors to quickly create plans in as little as five minutes, this easy-to-use solution provides the necessary tools to quickly create analyses that drive clients to take action and help address their most important financial needs.

Persuasive, Compelling Presentations

Financial Compass presents each financial situation using the perfect blend of analysis and graphics to illustrate, educate and motivate clients to action. Tailored, compelling presentations are designed to build greater confidence and trust to help close more business.

Financial Compass is a web-based solution that offers flexible deployment options, including seamless integration with your existing advisor platform, deployed as a stand alone application or as a fully integrated, premium component of Scivantage Professional.

Data Sheets

For More Information

For more information or to schedule a web demo, contact us today.