Short screen recordings for every feature — so you can get up and running quickly and get the most out of your plan.
These are the core features you'll use to build and refine your retirement plan from day one.
Using the partner feature
Add an asset
Add an investment property
Add a liability
Add retirement spend
Remove an asset, liability or retirement spend
Save a scenario
Load a scenario
Compare scenarios
Runway Chart
ExitAge Analysis
Use the input guidance
Life doesn't stand still — these features help you keep your plan accurate as your circumstances evolve.
Add a new partner with shared finances
Increase an asset contribution
Receive an inheritance
Regular update
Put these features to work on your own numbers.
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