Unified portfolio view
Track holdings across taxable, retirement and managed accounts in one place — updated by upload or account link.
Portfolio Management
See your whole portfolio in one intelligent view
Wealth Vista brings every account, holding and allocation into one dashboard, then adds AI research and smart screeners so you can invest with context instead of chasing headlines.
Allocation & drift alerts
See when a position or asset class drifts from your target and get a clear rebalancing suggestion.
Goal-linked investing
Every portfolio is tied to a real goal — retirement income, estate legacy, or a major purchase — so risk matches the timeline.
AI market briefings
Plain-language summaries of what moved, why it matters and what it could mean for your plan — delivered when markets move.
Smart screeners
Filter stocks, ETFs and funds by income, growth, risk and tax-efficiency criteria that matter to retirees and pre-retirees.
Risk-adjusted comparisons
Compare investments by drawdown history, volatility and sequence-of-returns risk — not just annual return.
Plan-linked analysis
Every insight is shown in context of your plan: withdrawal timeline, account types and risk budget.
Tax-aware location
Place income, growth and tax-efficient holdings in the account types where they work hardest.
What you get in the plan
- One dashboard for every account and holding
- Drift alerts and rebalancing suggestions
- AI market briefs tied to your portfolio risk level
- Smart screeners ranked by retirement-relevant metrics
- Tax-aware account placement guidance
- Monthly Vista Briefing on portfolio and plan changes
Frequently asked questions
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.