Methuselah®

Comprehensive Planning and Wealth Management Solution to Drive Revenue and Build Long-term, Profitable Relationships

Methuselah is a sophisticated financial planning solution that enables financial advisors and planning departments to deliver actionable, complete advice that helps clients meet their lifetime financial goals. Offering the most comprehensive set of advanced estate and trust planning capabilities, Methuselah is the ideal solution to help attract and retain high and ultra-high net worth clients. Methuselah offers a host of features to help simplify the complex financial planning process and ensure thorough case preparation, including:

  • Easily choose between goal or cash-flow based analysis
  • Comprehensive life events planning, including retirement, education, major purchase or other cash flow events
  • Risk management planning through capital needs, disability income needs and long-term care analyses
  • Advanced estate, tax, trust and gift planning capabilities
  • Dynamic, on-screen analysis illustrates immediate impact of plan modifications
  • Easy-to-understand, professional reports and report templates
  • "What-if" scenarios allow for quick changes to plan variables and real-time modeling

Methuselah offers three levels of sophistication geared towards supporting the different stages of the financial advisory process and varying client types.

Methuselah

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