Your Playbook alternative for tax and financial planning

Yes. Nino gives you AI financial planning software for retirement, major purchases, and tax decisions, with optional CPA and financial planner help. Playbook announced its wind-down on October 1, 2024, with platform access ending October 31. Choose Nino to build your next financial plan; former Playbook investment accounts and records remain matters for the relevant custodian.

Yes. Nino helps you estimate the tax effects of stock sales, equity decisions, and income changes before you act. Add services for a CPA and financial planner team to identify suitable tax-saving strategies, coordinate them with your financial plan, and handle filing. Playbook’s historical tax-aware investing features informed portfolio decisions; Nino combines planning software with optional professional tax work.

Yes. Compare retirement dates, savings, and spending, then add a home purchase or another life event to see how it could affect the plan. Nino’s AI helps explain the forecast and its assumptions. You can use the software yourself or add a financial planner and CPA team for a personalized retirement plan and coordinated tax guidance.

Yes. Connect supported accounts and add statements or tax records to plan around your existing investments. Nino’s software helps you compare decisions while your custodian continues holding the assets. Former Playbook account access, transfers, and records remain with the relevant custodian; Nino does not take over those accounts.

Start the 7-day software trial with no credit card required. Connect your accounts, add relevant financial records, and ask a question or generate a financial plan. Software starts at $20/month. If you want professional help, software and services start at $3,600/year with Ultra software and a CPA and financial planner team.