Financial Guidance Product Suite
At Financial Guidance we offer a complete product continuum. Our planning solutions range from the most basic financial analysis calculators, to the most complex financial planning including trusts and estate planning.
In addition to our broad spectrum product offering, we allow you to “have it your way” when it comes to the deployment of our software solutions. We offer web based applications, which can be hosted behind your firewall or we can host for you. In addition we offer our applications as desktop deployments. Whether you are a sole practitioner looking for one copy of our planning software or a company looking to serve the broad needs of your representatives, we are here for you. Our entire company is build around our clients and their needs. Please call our sales specialists at any time at 888-256-0765 if you have any questions.
[Brochure]
Our products are highlighted below, for more detailed information, please click on the links on the left side of the screen.
Financial Compass is a goals based analysis system for evaluating needs in the primary financial areas including asset allocation, retirement, survivor needs, disability, long term care as well as others. The system is designed for ease of use by the advisor and generates compelling, highly graphical reports which clients can understand and moves them to take action.
Methuselah takes it to the next level and allows for more in depth analyses of the clients situation. Methuselah is sold in three different versions, so you can choose the level that is best suited for your practice. If you choose to upgrade at a later date, the client data you have entered remains and can be used by the higher level tool.
Enterprise Management System (EMS) – for our corporate clients we offer the power and simplicity of our Enterprise Management System. This powerful chassis is the central hub for all of our tools. EMS allows for:
- Licensing of users
- Settings to meet compliance standards
- Usage reporting and statistics
- Centralized storage of all client files
- Sharing of client files between planners
- Archiving of reports and data
- Integration with other systems including CRM and data aggregation
