Platform Features
Everything you need to visualize, compare, and plan your financial future.
Retirement Income & Investment Assets
Manage and visualize income streams including FERS or uniformed service (military) pensions, Social Security, and retirement savings (e.g. 401(k)) — all in one place.
Project your retirement income and balance over your retirement years, with the ability for override your assumptions such as annual yield, withdrawal rate, etc.
Real Estate Properties
Track real estate rental income and expenses (e.g. mortgage, property tax, homeowner association fee), and payoff date as part of your overall financial picture. Project your net cash flow in order to make informed decision about your real estate portfolio.
Visual Financial Dashboard
See projected income, investment balances, and real estate cash flow over time with clear, interactive charts.
Track net cash flow across all income sources and expenses to understand how money moves month-to-month and year-to-year.
Combine retirement income, investments, and property performance into a single, unified view.
Follow a comprehensive financial timeline that spans from today through key milestones such as retirement, home purchases, and education expenses.
Make informed decisions by seeing how today’s choices shape your long-term financial future.
Powerful Scenario-Based Calculators
Compare scenarios across retirement, pensions, Social Security, mortgages, and college planning to make confident decisions.
Built-In Financial Calculators
Includes calculators for FERS and military pensions, retirement savings, Social Security, mortgage amortization, and college savings & tuition — all supporting side-by-side scenario comparisons.