Solutions for:  Independent Advisors

In an increasingly competitive marketplace, you require access to innovative tools and accurate information that enables you deliver personalized, timely advice, offer more value-add services and cultivate your best client relationships.

Through our Financial Guidance Division, Scivantage offers two solutions customized for Independent Advisors:

Methuselah®

Methuselah is a sophisticated financial planning solution that enables you to deliver actionable, complete advice that helps your 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.

If you are looking for a comprehensive planning solution to help grow your practice, click here to learn how Methuselah can help.



Financial Compass™

Financial Compass is a goals-based, needs analysis application that enables you to quickly evaluate your client’s financial situation, produce high-quality, easy-to understand presentations that support recommendations and position appropriate products to close more business. Offering a highly intuitive, step-by-step web interface, Financial Compass is designed for ease of use, allowing you to quickly produce an actionable financial analysis in a few simple steps.

Whether you are looking to create a single presentation or analyze multiple client needs, Financial Compass offers seven sales-oriented modules that address many common client needs, including:

  • Retirement Planning
  • Disability
  • Asset Allocation
  • Accumulation
  • College Funding
  • Long Term Care
  • Survivor Needs

If you are looking for a solution to help increase investment product sales and to secure your client’s trust, click here to learn how Financial Compass can help.