Boldin product updates

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

Launched the new Classroom offering
Various bug fixes including improvements to our net worth calculation, social security benefits logic, and optimizers

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)

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

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.

Launched a brand-new UIUX for My Plan – big changes, take a look if you haven’t yet! The new design is a beautiful, modern, mobile-friendly app that makes it simpler to find and input data and much easier to view the forecasted results and impact of changes to your plan.
Launched an enterprise-facing API toolkit that allows any organization to build best-in-breed financial planning and forecasting tools. Contact us to learn more.
Built a number of powerful features into the API which will be included in the consumer-facing app over the next few weeks. These include income-linked contributions with optional employer-matched contributions, varied account returns over time, variable start times on pension and annuity COLAs, and more.
Updated payments infrastructure to utilize Stripe.

Your personalized path to financial wellness starts here.