INTERACTIVE PRODUCT DEMO
Explore an interactive AI financial planning software demo.
See how Ask Linc turns a real financial question into an answer grounded in accounts, calculations, assumptions, checks, and sources—before you connect anything.
Sample data. Real product experience. No account required.
CLICK THROUGH THE PRODUCT
Start with the decision. Then inspect the answer.
Try the tabs, switch decisions, and explore the connected financial picture. Asking a new question is the only thing disabled in this read-only example.
DECISION WORKSPACE
Make the next financial decision with context.
ASK LINC
Uses connected accounts, calculations, and current context when available.
✓ Current answer
Key metrics
You’re in a strong position overall—$3.65M net worth, $2.27M invested, and a healthy 35% savings rate. The next step is to match your future income against spending, inflation, and how long the money needs to last.
Takeaways
- A 35% savings rate gives you a strong retirement engine, but your monthly cash flow still moves around.
- Your retirement and taxable accounts give you several places to draw from over time.
- About $351K of debt, mostly the mortgage, needs to be paid off or included in future spending.
- Your target retirement age and annual spending goal will have the biggest effect on the answer.
Action items
- Choose a target retirement age and annual spending goal.
- Review the part of the retirement portfolio that is not itemized.
- Decide whether paying off the mortgage before retirement is a goal.
Ready to use your own numbers?Your first month is free. No credit card required.
Try it with my financesWHAT MAKES IT DIFFERENT
More than an answer. A model you can examine.
Your finances stay attached to the question.
Cash, investments, property, debt, spending, and household context can inform the same decision.
Explore accounts and data →Purpose-built math handles supported scenarios.
For supported planning questions, calculations run outside the language model and remain available to inspect.
See how Ask Linc works →Assumptions, checks, and sources stay visible.
See what the answer used, what had to be assumed, and which current facts or sources supported it.
See how answers are checked →PRIVATE BY DESIGN
Explore now. Connect only when you are ready.
The demo uses sample data. When you use Ask Linc, account connections are read-only and your financial data is never used to train AI models.
See how your data is protectedINTERACTIVE DEMO FAQ
Before you explore.
Can I explore the Ask Linc demo without creating an account?
Yes. The demo is read-only and uses sample financial data, so you can explore the product experience without signing up or connecting an account.
What does the financial planning software demo show?
It shows how a financial question becomes an answer you can inspect, including the financial context used, key calculations, assumptions, checks, sources, and suggested next steps.
Is the demo providing financial advice?
No. The demo is an educational product example, not financial advice. Its figures are sample data and should not be used to make a personal financial decision.
Will my Ask Linc plan look exactly like this example?
The workflow is representative, but your plan will reflect your own accounts, goals, assumptions, and questions. A simpler financial picture works too—you do not need dozens of accounts to use Ask Linc.
START WITH YOUR DECISION