Envision by Assetview

What's your five or ten year financial plan? Most people have a number in mind — but that's not enough. You need the path to get there. That's the power of Envision.

Envision is AssetView's next-generation planning tool based on your portfolio that lets you 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 — turning questions into real insights

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

Because Envision starts with your real portfolio—not generic assumptions—you get a true picture of where you're headed

You see the probabilities, the risks, and the possibilities so you attain your best financial future

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Vitals

Pricing

Free with subscription to AssetView

Details

Envision Your Best Future

See your net worth today and how it evolves on any future date
Pinpoint when your net worth will exceed $N
Know when you can retire with confidence
Assess the feasibility of milestones like buying a second home or funding major investments
Know when your passive income will surpass $N
Track your inflation-adjusted buying power over time to protect long-term wealth

How AssetView enables investors and advisors to see their unified portfolio across brokerages

Powerful Levers to Shape Your Future

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

See how small adjustments today reshape your future

A Zoom Lens on Sensitivity Analysis

Analyze your entire portfolio or zoom into accounts, asset classes, or individual assets
Build custom dashboards that highlight the numbers that matter most to you
Filter and personalize views to match your unique financial goals

Different decisions require different levels of focus — from high-level oversight to detailed drill-downs

Envision 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

Envision 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

Envision 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

AssetView empowers you with the same sophisticated tool used by large institutions

Easy Setup, Big Payoff

Ease
built on assumptions that you control with levers
Efficiency
far more informative, stable, and easier to tweak than complicated spreadsheets; save hours per week - more time living
Simplicity
the Envision dashboard updates automatically with new financial data
Confidence
simplify your life and build your wealth with confidence

Minor effort, major impact

Envision - A Better Future

Envision Model Dashboard

Envision is the best planning tool on the market

✨ Price → free with your subscription to AssetView

Run your first scenario with Envision today

Free AssetView trial for 60 days

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Connect Traditional Brokerage and Banking Accounts