Boldin product updates

Every improvement, fix, and new feature — as it ships.

Shipped a new Scenarios page to make it easier to manage scenarios, make new ones, and designate any scenario as your baseline.
We now store account balances so that, in the future, we can produce historical account balance charts.

Launched a learning management system so that members can easily attend all of their financial literacy classes.
Increased the maximum number of scenarios per plan to 10.

New First-Time User Experience (FTUE) that offers instant value to new members as soon as they finish onboarding.
Introduced a Social Security Summary in My Plan that gives bite-sized insights into your Social Security benefits, including your estimated monthly benefit, survivor benefit, and total benefit across your lifetime.

Refreshed the onboarding experience for new members.
Upgraded our account linking product with Plaid so that accounts update daily.
Redesigned login, signup, and newsletter pages.
Released a new standalone annuity calc that will also be part of our API product.
Added Digital Coach Suggestions to let members know if they have expenses, disbursements, or Roth conversions that lack sufficient funding.
The Roth Conversion Explorer no longer recommends 1st-year conversions.
Several modeling changes to improve data accuracy, including changing the default account turnover rate for new investment accounts to 0% and changing the growth rate of the default account to 0% so that it acts as cash.

Released a current-year Roth conversion widget that will also be part of our API product.
Gave the Overview page a facelift.

Your personalized path to financial wellness starts here.