Life Planner by Assetview

Get there.

See your net worth today and how it evolves on any future date

Evaluate how investment strategies impact your future

Easily explore what-if scenarios with levers that adjust rates of return and allocations by asset class, sector, geography, risk profile, and more

Model the effects of rebalancing, reallocating, or shifting towards a more risk-averse or aggressive market posture

Because Life Planner can start with your real portfolio and real plans, you get a true picture of where you're headed

See the probabilities, the risks, and the possibilities — so you attain your best financial future

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Pricing

Free with subscription to AssetView

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Plan Your Best Future

Life Planner Model Dashboard

See how small adjustments today reshape your future

Net worth tracking
see your net worth today and how it evolves on any future date
Achievements
pinpoint when your net worth will exceed $N
Retirement
know when you can retire with confidence
Investment planning
assess the feasibility of milestones like buying a second home or funding major investments
Passive income
know when your passive income will surpass $N
Buying power
track your inflation-adjusted buying power over time to protect long-term wealth
Scenario testing by rates of return
easily explore what-if scenarios rates of return per asset class change over time
Scenario testing asset class allocations
easily explore what-if scenarios by adjusting allocations per asset class over time
Scenario testing sector allocations
easily explore what-if scenarios by adjusting allocations per sector (e.g. technology, healthcare) over time
Scenario testing geographic allocations
easily explore what-if scenarios by adjusting allocations by geography (e.g. North America, Asia) over time
Scenario testing risk allocations
easily explore what-if scenarios by adjusting allocations by risk profile
Scenario testing by attribute
define your own attributes and easily explore what-if scenarios with levers that adjust each attribute
Evaluate investment strategies
instantly see the effects of reallocating, or shifting towards a more risk-averse or aggressive market posture
Tax & liquidity planning
anticipate upcoming tax obligations and ensure liquidity for commitments
Personalize
user attributes that enable you to filter and create views that match your unique financial goals
Ease
built on assumptions that you control with levers
Automatic
Life Planner's models update automatically with new financial data to highlight what matters most to you
Accuracy
Life Planner can start with your real portfolio — not generic assumptions — so you get a true picture of where you're headed
Adjustments
see how small adjustments today reshape your future
Vision
see the probabilities, the risks, and the possibilities so you attain your best financial future

Life Planner delivers clarity across your future financial picture. Project net worth across all asset classes, forecast when passive income surpasses expenses, and know exactly when you can retire or purchase a second home with confidence.

Net Worth exceeds $10M in 2029

Retire confidently at 58

Second home purchase by 2032

💼 For Financial Advisors

Life Planner transforms client prep and reporting. Go beyond past performance with forward-looking scenario planning. Run projections in real time and demonstrate when clients will reach their key milestones.

Rebalancing improves outcomes by +12%

Passive income surpasses expenses in 2035

College & legacy goals funded by 2028

🏛️ For Family Offices

Life Planner simplifies multi-entity wealth planning. Map beneficiaries, trusts, and partnerships, while projecting tax liabilities, liquidity needs, and rebalancing effects. Plan not only for today but across generations.

Liquidity coverage for capital calls in 2027

Next tax event planning ready by 2026

Beneficiary distributions aligned by 2030

The best planning tool on the market

✨ Price → free with your subscription to AssetView

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