Software – Professionals

Asset Planet: Empowering Financial Professionals & Their Clients

Transform your financial advisory practice with Asset Planet’s comprehensive forecasting software. Built by financial planning experts, our intuitive web and app-based platform allows you to seamlessly onboard clients, providing them full access to organize their finances, plan goals, and prepare for their future, fostering powerful collaboration that adds significant value for both advisor and client. Leverage pre-populated choices and flexible individualization to deliver unparalleled client experiences.

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Effortless Client Onboarding & Collaborative Planning

Effortlessly add new clients to your Asset Planet account. Empower them with their own full-access logins, allowing them to actively engage with their financial plans, track progress, and securely share documents with you. Foster deeper client relationships through shared financial clarity.

Advanced Goal Planning & Forecasting for Every Client

Model and visualize complex financial goals—from comprehensive retirement strategies to accelerated debt freedom—with thousands of precise calculations. Guide your clients through 'what-if' scenarios with ease, helping them see their future clearly.

Seamless Accessibility for You & Your Clients

Access Asset Planet from any device, anywhere, with real-time updates. Our integrated App Suite ensures productivity even offline, syncing effortlessly with your desktop.

Modular Design & Holistic Client Dashboard

Streamline complex financial management with our intuitive module-based structure. You and your clients gain instant, comprehensive insights into goals, assets, income, debt, net worth, and liquidity via a unified dashboard.

Customizable & Branded Client Reports COMING SOON

Generate professional, white-labeled reports that clearly communicate complex financial scenarios to your clients. Customize outputs to align with your firm's brand identity, enhancing your professional image.

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Free Downloads

Rental Property Investment Calculator

A very powerful tool for investors in the real estate industry trying to calculate profitability on potential property. Many investors don’t truly calculate the costs for their investment and this program attempts to close the gap of financial guessing from reality.

Home Tab – Category headers include Investment, mortgage, Expenses, Income and Profitability at 10 years.

Chart Equity Tab – Illustrated visually the crossover point into breakeven based on data input from Home tab for income and expenses.

Chart When Profitable Tab – – Illustrated visually the crossover point into profitability based on appreciation, net return of profits. Bottom chart shows how many months until profitability.

Amortization Tab – view the math behind the formula results to see how each month tracks.

Depreciation Calculator

Modified Account Cost Recovery System MACRS is the method used for this handy calculator for all those needing to estimate how an asset depreciates over time.

Basis – is the dollar starting point

Depreciating Method – DB-SL is for Declining Balance Single Line

Convention – Time period

Self-Explanatory single page workbook.

Summary Returns Multi Indexes

A spreadsheet for hardcore finance geeks that want to analyze and track past performance of various asset classes. Users of this free template can customize and update for their own personal needs.

Credit and Loan Payoff Calculator

Input Tab – Debt can be good or bad but high interest debt is almost always bad. Use the free Asset Planet calculator to itemize all your debt and help identify those that should be paid off first.

Top section of the worksheet establishes the math behind paying off a debt based on time, loan amount and rate. You can choose to payoff the highest rate card first or lowest rate in the drop choice for Payoff strategy.

The bottom section of the worksheet is for listing all your debt and terms.

Schedule Tab – For those who like to see the data results this page will show the schedule payoffs for each debt based on Input choices made on the first tab.