Boldin product updates

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

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.

Improved the free Retirement Calculator
Enhanced the Monte Carlo calculation to more accurately capture the range of plan outcomes
Multiple back-end enhancements in anticipation of upcoming app improvements

Launched a partnership with Marketwatch with a dedicated site for MW users
Added the option to review your ‘average’ plan assumptions in addition to optimistic and pessimistic
New Insights Library to highlight the various graphs, charts, and explorers available
Improved our Monte Carlo modeling and data visualization, and applied Monte Carlo analysis to optimistic and pessimistic assumptions (in addition to average assumptions, which was already happening)

Multi-year scheduled withdrawals now available
Social security claiming is now done by month (previously, it was limited to a given year)
Updated lifetime income projection chart with net savings drawdowns

Your personalized path to financial wellness starts here.