One plan, end to end
Portfolio, retirement income, taxes, wills, powers of attorney and beneficiaries belong in one place. A plan split across five tools is not a plan.
Our story
Planning that used to cost thousands
Retirement income and estate planning are the most consequential financial work most people never get done. Wealth Vista exists to change that.
The gap we kept running into
We went looking for one application that could hold an entire financial life — the portfolio on one end, the will and the estate on the other — and we could not find it. Portfolio trackers stopped at performance. Retirement calculators gave a single number and no next step. Estate tools produced documents that nobody ever revisited. Everything in between — the tax-aware drawdown order, the beneficiary that never got updated, the power of attorney nobody signed — fell into the cracks between products.
The households that navigated those cracks successfully all had the same thing in common: someone was paid well to keep the whole picture in their head. That work is real and it is valuable. It is also, for most families, out of reach — a comprehensive plan has historically cost thousands of dollars and taken months, and it goes stale the moment life changes.
Why we built it
The economics finally changed
Modelling scenarios, reading documents, spotting what is missing and explaining it in plain language is precisely what modern AI is good at. That is the majority of the hours in a traditional planning engagement — and the reason it costs what it costs.
- A full retirement and estate plan from a short conversation, not a months-long engagement
- The plan updates itself as accounts, markets and life circumstances move
- Every assumption behind every number is explained, so you can challenge it
Who we build it for
Affordability for ordinary families
Wealth Vista is for people approaching or living in retirement who want to know when they can stop working, what they can safely spend, and what will be left for the people they love — without needing a seven-figure portfolio to be worth advising.
- A genuinely useful free tier, including the seven-pillar Vista Score
- Plain-English guidance written for people, not for finance professionals
- Family sharing so a spouse, adult child or executor can be part of the plan
For service providers
Value-added service, not more admin
Advisors, tax preparers, estate lawyers, insurance brokers and banks use the same engine to deliver planning as a service to every client — including the ones who were never profitable to serve one at a time.
- Client plans, scores and gaps in a single practice dashboard
- Branded reports and reviews generated in minutes
- Clear allocation of responsibility: the software models, the professional advises
What we believe
AI does the heavy lifting
Modelling, document review and gap detection are exactly the work that used to make planning expensive. AI does that work continuously, not once every few years.
Affordable by design
The people who most need a plan are usually the ones who can least justify a four-figure engagement. Our free tier is a real plan, not a teaser.
Professionals amplified, not replaced
Planners, tax preparers, estate lawyers and brokers use Wealth Vista to serve more households with more depth — the software handles the mechanics, they handle judgement.
See where you stand — free
Get your Vista Score in a couple of minutes, then decide whether you want the full retirement and estate plan.
Wealth Vista is software, not a fiduciary. Professionals remain responsible for advice delivered to their clients; consumers should consult a certified professional before acting.