Financial Guidance, a division of Scivantage, has a long-history of providing innovative, easy to use planning and wealth management solutions that help financial advisors close more business and build long-term, profitable relationships. Our solutions are utilized by many leading financial institutions and independent-minded financial advisors and insurance professionals.

Through Methuselah®, Financial Guidance's comprehensive financial planning solution, and Financial Compass^™, a goals-based needs analysis application, Financial Guidance offers the broadest range of financial analysis and planning capabilities available—from interactive, point-of-sale presentation tools to advanced financial and estate planning analyses.

Methuselah

Methuselah is a comprehensive 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.

Learn more about Methuselah Enterprise

Learn more about Methuselah for Independent Advisors

Financial Compass

Financial Compass is a goals-based, needs analysis application that enables financial advisors and insurance professionals to quickly evaluate their client’s financial situation. Offering a highly intuitive, step-by-step interface, Financial Compass is designed for ease of use, allowing investment professionals to quickly produce a single goal presentation or analyze multiple client needs in a few simple steps.

Learn more about Financial Compass Enterprise

Learn more about Financial Compass for Independent Advisors

Enterprise Management System (EMS)

Enterprise Management System (EMS) is the foundation of the Financial Guidance solution suite, offering centralized control of data, plan approval, licensing and training management. The built-in workflow and centralized data storage capabilities of EMS help firms build consistency into their planning practice, ensuring regulatory oversight throughout every stage of the advisory process. Providing complete administrative and management of both Methuselah and Financial Compass, EMS delivers firm-wide control over a variety of functions, including:

• Central Storage of Client Data and Plans
• User Licensing and Entitlements
• Maintenance
• Compliance Reporting and Tracking
• Third-party Integration Adapters to CRM, Order Entry, Data Aggregation and Clearing Systems

	Financial Compass	Methuselah
		Bronze	Gold	Platinum
Survivor Needs	X	X	X	X
Disability	X	X	X	X
Long Term Care	X	X	X	X
Retirement	X	X	X	X
Education	X	X	X	X
Needs Based Analysis	X	X	X	X
Cashflow Based Analysis			X	X
Income Tax Planning		X	X	X
Distribution Planning for Retirement		X	X	X
Advanced Distribution Planning			X	X
Estate Planning			X	X
Gift Planning			X	X
FLS's. LLC's, S Corp and C Corp				X
Trust				X
Stock Options			X	X
Social Security Analysis		X	X	X
Asset Allocation	X	X	X	X
Probability Analysis			X	X