Embodiments of the invention are directed to systems, methods, and computer program products for assessment of allocated assets. The system is configured to monitor user finances and/or a financial status associated with one or more beneficiaries; receive a user selection of a source of user asset; retrieve information associated with the selected source of user asset; retrieve information from the source; transform the retrieved information into a first data format; receive a user selection of an account associated with a beneficiary; and reallocate funds from the source of user asset to the account of the beneficiary.