Recent Updates and a Sneak Peek

[Ryan Lillis]

Hi folks,

We have a number of updates we're excited to share. They make our product just that much more user friendly.

• Ad Campaign, a Sneak Peek: In August we'll be launching a paid social ad campaign (it will also run as a series of organic posts) and you can get a sneak peek of our videos!

• Grow Your Money

• Budget Better

• Get Financial Clarity

• Master Money Habits

• Product 

  • Added institution name Field in Edit view of account in Assets & Liabilities tool - this is helpful in case you want to see the institution an account is with even if you have a personalized nickname for the account (e.g. “Main Checking” (nickname) is with “Chase Bank” (institution name)
    

  • Enhanced Retirement Planner with clear and personalized explanation of what the Future Outlook chart shows
    

  • Added a Show Password option on both the login screen and the My Account page
    

  • Added the ability to select nothing in the Budget Planner Monthly Comparison chart which helps when visualizing more minor month to month changes in any one broad category (i.e. Income, Saving, Spending)
    

  • Added all Retirement Planner, Budget Planner, Assets & Liabilities, and Financial Priorities help videos to any related piece of content in the Blog and the in-app action plan
    

  • In Retirement Planner, a page refresh is now automatically triggered after adding a historical year of data - this ensures the savings rate and investment growth rate annualized average numbers are always accurate.

  • Launched the mobile-web version of our Budget Planner (minor enhancements still forthcoming but 95% of the way there)
    

  • Implemented an email verification process if users change their emails or passwords

• Website

  • Enhancements to autoplay of Toolbox images on homepage

  • Updated our Security page and added a “Security at MoneySwell” link in the app and website footer to address questions about how we handle user data and security more broadly