AssetView Envision

included in your Assetview subscription

Plan your best future

and the path to get there

AssetView Crypto

Net worth growth curve
see your net worth today and how it evolves on any future date
Net worth threshold
Pinpoint when your net worth will exceed $N
Milestones
know when you can retire with confidence
Investment planning
assess the feasibility of funding major investments like real estate or a private placement
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

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

Easily evaluate scenarios

explore what-if scenarios with levers that adjust key variables

Updates automatically

net worth and holdings update automatically as new financial data arrives

Comfort and Confidence

know where your headed

See how small adjustments today reshape your future

Model
Model the effects of rebalancing, reallocating, or shifting towards a more risk-averse or aggressive market posture
Explore
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
Evaluate
Evaluate how investment strategies impact your future
Accuracy
Envision starts with your real portfolio — not generic assumptions — so you get a true picture of where you're headed
Vision
See the probabilities, the risks, and the possibilities so you attain your best financial 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

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

Private, low cost, unified, powerful, insightful - a must have to plan your best financial future