Your Playbook alternative for tax and financial planning
Keep planning with Nino after Playbook’s 2024 shutdown. Our proactive AI financial assistant connects your finances, forecasts retirement and life events, and helps estimate taxes on your next decision. Use the software yourself or add a CPA and CFP team to build your financial plan, optimize taxes, file returns, and help put it into action.
Compare our AI assistant, planning, and tax modules
| Feature | Nino | Playbook |
|---|---|---|
| Availability | Proactive AI financial assistant with standalone software and optional human services | Playbook announced platform access would end October 31, 2024 |
| Financial planning | Generate a financial plan and forecast retirement and life events; optional CFP-led planning | Historically offered tax-aware investing through asset location, harvesting, and withdrawal strategies |
| Financial insights and answers | Chat about connected finances, estimate taxes, and receive relevant proactive insights | Historical account-linked tools; balance updates stopped during wind-down |
| Tax preparation and filing | Federal and state tax preparation and filing with optional CPA services | Wind-down notice directs former investors to custodian-provided tax forms |
| Investment features | Explore investment tax questions; software does not hold assets or place trades | Investment advisory services ended; legacy account matters belong with the custodian |
| Current price | Software from $20/month; software and services from $3,600/year | No ongoing subscription offer under the wind-down notice |
Why choose Nino over Playbook
Keep taxes part of the financial decision
Playbook focused on tax-aware investing. Nino helps you estimate taxes on decisions such as selling stock or exercising options, then consider what remains for your goals. Ask questions using your financial records and compare choices before acting. You get financial planning software for the decisions ahead.
Give your next goal a plan
Generate a financial plan, compare retirement dates, or model a home purchase in Nino. Our AI assistant helps explain how the numbers fit together and remembers context across conversations. Playbook’s platform closed in 2024; Nino gives you software to keep working on your goals and ask questions as they change.
Get help from a CPA and CFP team
Add Nino services when you want people to build your personalized financial plan and help carry it out. Your CPA and CFP coordinate tax optimization with your goals, prepare and file returns, and help you follow through. Ultra software is included, so you can use the assistant alongside professional guidance.
How Playbook compares
Playbook’s former investing service
Playbook historically offered tax-aware investing through asset location, tax-loss harvesting, and withdrawal strategies. The service closed in 2024. Nino is a separate planning service and does not take over Playbook’s accounts or trading.
Pricing
What you pay and what’s included.
- Nino
- Software starts at $20/month, with a 7-day free trial and no credit card required. Software and services start at $3,600/year and include our Ultra software tier and a CPA and CFP team.
- Playbook
- Playbook’s October 2024 wind-down notice announced an end to subscription charges and promised refunds for unused prepaid service after October 31, 2024. Historical subscription prices are not current offers. Nino is a separate service; it does not assume Playbook accounts or obligations.