Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What is Methuselah?

April 26, 2017Methuselah

0

Posted

What is Methuselah?

2 Answers

0

Posted

Methuselah is an innovative and user-friendly financial planning software tool that helps advisors build lasting client relationships. Methuselah enables advisors to present tailored solutions to help their clients meet their specific financial goals and objectives. While a comprehensive toolset; the software supports quick and efficient case creation for standard “goals based” plans. The side by side layout of data input and analysis allows the advisor to immediately see the impact of plan modifications, one of the many time saving features of Methuselah.

0

Posted

Methuselah is an innovative and user-friendly financial planning software tool that helps advisors build lasting client relationships. Methuselah enables advisors to present tailored solutions to help their clients meet their specific financial goals and objectives. While a comprehensive toolset; the software supports quick and efficient case creation for standard “goals based” plans. The side by side layout of data input and analysis allows the advisor to immediately see the impact of plan modifications, one of the many time saving features of Methuselah.