Planwise released the beta version of its financial planning platform today. According to planwise:

“We think the beta represents the tip of what is possible, and we look forward to bringing you a stack of additional capability over the coming weeks and months and hearing all about your thoughts for the tool.”

The beta should last about two to four weeks while the team gathers feedback and fixes bugs. To get the inside scoop, I took a quick tour of the platform. Here are some screenshots that detail my experience: 

Profile-building page:

Set-up page:

Plan for a major purchase (note the reference tool integration):

Secure sharing feature: