Your financial life, all in one place.
Goals, credits, your advisor, and the marketplace — unified in a single view built around you.
Your money. Your goals. One place.
The AssetAlign dashboard is where your entire financial wellness journey lives. Your goals, your Align Credits, your matched advisor, and your marketplace — all unified in one view that helps you take the next right step every time you log in.
Set Your Goal
Tell us what financial success looks like for you. Choose from six built-in goals or create your own — then watch your dashboard build a live roadmap around it.
Earn Align Credits
Every financial action you take earns credits. Complete your profile, book an advisor session, or engage with the marketplace — and redeem credits toward the services that move your plan forward.
Take Action With Your Advisor
Your matched fiduciary advisor is one click away. Schedule your first free session, review your plan, and stay connected to your financial journey without ever leaving the platform.
Goal Tracker
Set a financial goal and watch real-time progress. From home down payment to early retirement — your roadmap, always in view.
Align Credits
Earn credits for every financial action and redeem them toward insurance, tax prep, estate planning, and more.
The Exchange
Access insurance, estate planning, and tax preparation services with member pricing — all without leaving your dashboard.
Advisor Access
Your matched fiduciary advisor is always one click away. Prep, schedule, and follow up seamlessly.