Life Planner Overview
Overview
- Life Planner is AssetView's next-generation planning tool to develop a strategic financial plan
- Life Planner's projection models, based on your portfolio, enable you to evaluate how different investment strategies impact your future
- Model the effects of rebalancing, reallocating, or shifting towards a more risk-averse or aggressive market posture
- Easily explore what-if scenarios with levers that adjust allocations and rates of return — turning questions into insights
Uses
- Scenario testing → run “what if” analyses to instantly see the impact of changes
- Rebalancing strategies → test how shifting by asset class, sector, risk level, or geography affects outcomes
- Expected returns → adjust assumptions per asset class to explore best- and worst-case futures
- Situation-specific views → move seamlessly from a big-picture wealth summary to deep asset analytics
- Tax & liquidity planning → anticipate upcoming tax obligations and ensure liquidity for commitments
🧩 Life Planner: Who It's For
👤 For Investors
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
Life Planner Model Example
Use
See how to use Life Planner.