Envision Planning Tool

🔍 Envision: See the Future of Your Portfolio

Most people have a number in mind. A retirement goal, a lifestyle milestone, a second home, or the moment when passive income overtakes expenses. The challenge is knowing when — and how — you'll get there. Envision by AssetView makes those questions answerable. It takes your actual portfolio as the starting point and shows you what the future could look like.

Planning That Starts With Reality

Unlike generic planning tools that rely on broad assumptions, Envision builds on the data you already have. Every account, every asset class, every holding feeds into your personalized projection. The result is a picture that reflects your reality today — and the possibilities tomorrow.

Play With the Levers

What if you rebalanced by asset class or market sector? What if you adjusted expected returns, taking a more conservative or aggressive stance on growth? With Envision, you can move the levers and see the effects instantly. The tool recalculates in real time, giving you clarity on net worth outcomes.

From Performance to Planning

Traditional reporting tells you how you've performed. Envision shifts the conversation to where you're headed.

• For individuals: Track the timeline to major milestones and understand when your wealth can support them.
• For advisors: Show clients the probabilities and pathways to achieving their goals, backed by data they already trust.
• For family offices: See clearly the path to building a multi-generational legacy.

Zoom In, Zoom Out

Envision offers both the wide view and the granular details. One moment you're looking at your entire portfolio projected over ten years; the next you're drilling into a single account, asset class, or sector to see how it drives results.

🔍 Confidence in the Future

Financial planning is no longer static. With Envision, it's interactive, dynamic, and grounded in reality. Whether you're preparing for retirement, exploring investment strategies, or guiding clients, Envision gives you clarity and control over what's ahead. Because the best financial plans don't just imagine the future — they let you see it.

Ready to elevate your investing? Explore the future of portfolio management today at AssetView.