Software

Starting Today, Change Your Tomorrow ™

Financial Forecasting software that can change your life is a bold statement, how is that possible? People who plan are typically more goal focussed and the same goes for being organized. If you aspire to becoming successful in life, you must plan because “hope” is not a strategy. Our web and app-based service software allows users to match their financial goals with a plan, and much, much more.

Real World

Designed by Financial Planning Experts to make advanced software accessible for how real people act and think for organizing their finances, planning goals, and preparing how to take care of themselves and family. Years of labor went into this software, and thousands of lines of code were dedicated to our company mission of “helping people improve their financial lives”. Real-world benefits include hundreds of drop-downs and pre-populated choices to ease the process of entry and improve accuracy… A dream is just that if you don’t pursue it. A goal is part of a plan, and Asset Planet has made this process easy while remaining flexible for individualization. Extreme math goes into planning financial goals. For example, “I want to retire by 63 and move to another state” requires thousands of calculations for our users to see what is needed to be achieved. “I want to be debt free” is another one of our Goals that took months’ worth of coding.

Goals and What If's

Asset Planet has made this process easy while remaining flexible for individualization. Extreme math goes into planning financial goals, and we show results and methodology. For example, “I want to retire by 63 and move to another state” requires thousands of calculations for our users to see what is needed to be achieved. “ I want to be debt free” is another one of our Goals, but it took months’ worth of coding.

Web Based

Asset Planet can be accessed from anywhere in the world with an Internet connection and a browser or offline using our Apps. Easy login and multiple levels of security options make our software a good match for people who appreciate the subscription model of using online. Web-based allows us to roll out constant updates and other methods for improving our user experience.

App Suite

We completely agree, so we designed some awesome apps that work together or alone. We believe our offering and features to be a first for the financial planning industry. Work offline to update a budget, asset, income source, and more. See results instantly from the cross-link app feature or integrate into the desktop version for those with a web-based subscription. Additional features include two-way notifications between users and professionals and other advanced forms of seamless integration.

Linear Layout

Left to Right, Top to Bottom, ignore non-important items and add details for those relevant to you. If a user follows this simple process, they can have advanced reporting and features within the first day of use. By design, our software pre-populates or hides fields based on your choices. Hence, our users still have control over granularity for those who appreciate details and maximum accuracy in their forecasts.

WhenIDie.com

Asset Planet has designed an entire process so that a loved one has a highly detailed step-by-step process planned out by the family leader. An example of a single feature that can change people’s lives is our module to address death or incapacity. Asset Planet users are people who plan and take care of themselves and often others. With one unique login, a survivor will get access to a portion of the plan with everything detailed by their loved one (our client). The step-by-step process goes from video messages and checklists to auto-sending e-mails and addressing other vital concerns. Created by our lead designer to care for his wife, friends, and professionals.

Module Based

"Trying to tackle complicated tasks all at once is too hard."

We broke apart our planner into modules to simplify the process.

Dashboard

Our dashboard view is fantastic and, in a single page or two, gives users a summary plus support details. Snapshot view of multiple goals and their progress, summary of Assets, Income, Monthly Savings Ability, Budget, Debt, Net-Worth. We have also included a unique summary for liquidity, which calculates how much is accessible today and the estimated taxable or penalty effects of such a decision. Dashboard will also show users Observations created by our program to alert them of opportunities to investigate.

Privacy

We agree, so we don’t sell clients’ info. We primarily rely on subscriptions and not advertising to generate our revenue. We take this seriously and learn more. We charge for our software as a service and don’t sell client data or information to 3rd parties. Our pricing is a feature because we made it highly accessible for consumers on cost plan choices, and professionals will be getting more features for less money than they may be accustomed to. Privacy is a feature because we are very strict about who we give access to and the types of information we gather. To address this concern, we created a unique feature for professionals to share clients’ info as a team (e.g., CPA, Advisor, Insurance Agent, Lawyer), but the client has to approve each new person getting access to their information. The client or point person can also delete access to users.

Third-Party Utilization

Our application integrates with Google services to provide a seamless digital experience. We access your Google Calendars to sync events, enable advanced scheduling features, and improve overall application functionality. Through Google Contacts, we streamline communication channels, facilitate efficient contact management, and create personalized user interactions. Our connection with Google Notes allows us to integrate your existing notes, support cross-platform synchronization, and enable collaborative workflows.

By connecting these services, you'll enjoy a unified and intelligent digital environment that enhances your productivity and communication. We are committed to maintaining the highest standards of data privacy and security throughout this integration.

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