Welcome to the Asset Planet Video Library.
To ensure the best performance, please use the Module Menu in the left sidebar to select and view specific walkthrough videos for our Dashboard, Organizer, Planner, and Protector modules.
Module Overviews
1. Organizer: Comprehensive Data Aggregation
The Organizer serves as the foundation of the client’s financial profile by centralizing disparate data points into a unified view.
- Assets & Liabilities: Real-time tracking of net worth, including credit and debt positions.
- Income & Insurance: Integration of diverse income streams and protective coverage policies.
- Budgeting & Documentation: Automated budget tracking and secure storage for critical financial documents.
2. Planner: Forward-Looking Strategy
The Planner module transforms current data into future trajectories, allowing users to visualize and mathematically validate their long-term goals.
- Goal Optimization: Tools for defining and achieving specific financial milestones.
- Debt Payoff Engine: Visual modeling of accelerated debt reduction strategies.
- Retirement Readiness: Analysis of Social Security benefits and retirement income sustainability.
3. Protector: Contingency & Risk Management
Designed for the most sensitive transitions, the Protector module provides clarity and structural support during life’s most difficult “what-if” scenarios.
- Continuity Planning: Structural overviews for “When I Die” (Death) and legacy portals.
- Risk Mitigation: Focused walkthroughs for navigating disability, divorce, and disaster recovery.
4. Advisor: The Professional Command Center
The Advisor module facilitates the collaborative relationship between the financial professional and the client.
- Advisor Panel: A centralized interface for oversight and high-level client management.
- Reporting & Insights: Automated report generation to communicate complex financial states effectively.