Boldin product updates
Every improvement, fix, and new feature — as it ships.
November 2020
- Beta Release of new Roth Conversion Explorer
- Added new Communities and Live Events sections
October 2020
- Launched new retirement calculator
- Updated new dashboard design
September 2020
- Launched new dashboard beta
- Centralized accounts such that balances and other permanent data fields stay in sync across scenarios
- Updated the blog in a few places, including new hub pages and more
August 2020
- HSA / 529 Account support added along with related tax forecasting improvements.
- Services API architecture updated and moved to Rails – 30% faster, more maintainable and scale-able.
- Better instrumentation across our customer life cycle.
- Fixes & improvements across Financial Projections, Account Linking and Monte Carlo.
- Initial help section with “how to” articles & videos. (see the magnifying glass in the Planner header)
July 2020
- Monte Carlo (Beta) – 1,000 simulations – running on AWS Lambda so we can scale this
- Social Security – automatically adjust benefit based on claiming date
- We started making Product Tours – still in progress and we’re adding videos