A Few Updates

[Ryan Lillis]

Hi folks!

We're going to get better about posting updates to this forum. Also, we've renamed it from "MoneySwell Early Adopters" to "MoneySwell Insiders" to better reflect our stage of growth.

Want to Make Some Money? If you have a referal for a business that signs up for a bulk sale, we have a structure in place to provide you with a referall bonus! Email ry...@moneyswell.com and we can discuss details.

As always, we welcome your feedback in this forum! Here's a short and incomplete summary of the changes you may have noticed in the platform and on our website in recent months. And if you read to the end, you'll see our special announcement!

Product Enhancements

• Help Videos! In the app and on our YouTube Channel you'll notice we have a number of new videos. These videos include overviews for our major tools (Action Plans, Budget Planner, and Retirement Planner) as well as more detailed breakdowns ("Playlists" if viewing in YouTube) of each of the tabs for both Budget Planner and Retirement Planner. We also have a "Getting Started with MoneySwell" video to help people get up to speed with each of the tools in our product.
  
  These help videos should make our tool that much more clear and help users understand the finer points of how the product works.
   
  
  
• Promo Video: We have an 80 second promo video that's great for sharing with friends, family, and co-workers who want a quick overview of what MoneySwell has to offer.
• Security Messaging: Some users expressed a desire to see more security messaging when adding linked accounts through Plaid. We've done that on the main Assets & Liabilities page and in the pop-up.
  
  
  
• New "Empty State" for Action Plan: Some users thought the "0% boxes" at the top of the page were confusing when they first get started. So, just like the other Dashboard widgets, we now have a true "empty state" for the Action Plan section.
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• Examples Now Listed for Accounts on Assets & Liabilities
  
  
  

Product Bug Fixes

• Table of Contents anchor links now properly set in Action Plan articles given the sticky headers
• Fixed issue with buttons on some tools being blocked by the footer in mobile view
• Fixed issue where Retirement Planner widget on Dashboard page said "NaN%" instead of "0.0%" when no updates had been made for the year.
• Fixed issue with Cashflow Breakdown spending graph on the Review tab of Budget Planner not including Savings Withdrawal spending when it should have
• A few minor design issues on mobile
  
  

Marketing Website Updates

• Employers Page: We now have an Employers page which highlights the key reasons MoneySwell is a great employee benefit as well as a brief overview of the signup process.
• Educators Page: We now have an Educators page which highlights the key reasons MoneySwell is an important benefit for students in the 21st century as well as a brief overview of the signup process.
• Transparent Bulk Pricing: Our main pricing page now has a section for Volume-based Pricing with links to our fully transparent pricing details for Employers and Institutions - both pages include a calculator to get a very precise estimate of costs.
• Pricing for Part Time and Seasonal Workers: In our pricing, we now factor in a reduced costs for employers that have part time or seasonal employees. They are counted at 50% toward headcount which reduces costs for the Employer.
• Chat: We've added an instant chat feature displaying in the lower right of the page (during business hours) that allows you to communicate directly with the MoneySwell team.
  
  
• Schedule a Demo Link: In a variety of places now have a link to find a time on our calendars to schedule a demo at a time that's convenient for you.
• Blog: We now have a "Recent Posts" section at the top of the blog highlighting recent posts. We intend to post more frequently in 2025!

SPECIAL UPDATE - WEBINAR!

Keep your eyes out for our first webinar later this month (March)! We aim to be hosting a public webinar at least once per quarter - and possibly as frequently as once a month - in 2025. This first one is (tentatively) called, "The Financial Fitness Routine that Works" and will highlight how MoneySwell is a sustainable and effective tool for building a healthy financial routine.