Boldin product updates
Every improvement, fix, and new feature — as it ships.
January 2022
- Planner users can now link savings contributions to income streams, making their plan more accurate and easier to maintain
- Planner users also have the option to add employer matching savings streams alongside their income-linked contributions
- Upgraded our simple retirement calculator mini-tool so that enterprise and content partners are now able to easily embed the tool into articles, blog posts, and other websites
View complete API product release notes
December 2021
- Launched the new Classroom offering
- Various bug fixes including improvements to our net worth calculation, social security benefits logic, and optimizers
November 2021
- Launched a new feature enabling retirement age to be a variable input that can be utilized to update multiple payment streams at once
- Launched in Planner app the ability to change an account’s rate of return over time (for example, reduce the risk/return profile of an account once a user reaches retirement)
October 2021
- Enhanced accounts to allow changing rates of return over time in our API product, with month-year granularity
- Enhanced income-linked user contributions in our API product to allow for annual % or $ increases to contribution amount
September 2021
- Added the ability to exclude specific accounts from the standard withdrawal order.
- Added the ability to update key info in multiple accounts in one screen.
- Upgraded our age/date pickers in key places (full roll-out across the planner coming next month).
- Updated our tax treatment for deductible disbursements.
- Added a spending power metric to supplement our API analytics product offering for enterprise clients.