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Thanks so much for the awesome, actionable feedback. These are some fantastic ideas. The idea about separating out results is one we've been kicking that aroun
by gerad 4y ago
Thanks so much for the awesome, actionable feedback.
These are some fantastic ideas. The idea about separating out results is one we've been kicking that around recently too, but you got to it a lot faster than we did. :-)
On "surely you wouldn’t advise home down payment money be invested immediately?" this is actually a really cool part of our product, we change your asset allocation based on how proximate your goals are… so if you have an upcoming home purchase, we recommend the savings you need for it is allocated much more towards bonds and cash, while any savings for goals is allocated toward higher growth opportunities.
We need to highlight that more. Here's a screenshot of how it works in the product: https://imgur.com/a/78CwP83 https://imgur.com/a/78CwP83
Thanks again for the supportive and constructive feedback! Really, really appreciated.
- bredren 4y agoYou're welcome. Just seeing the reply now. I did not realize the product had the asset allocation thing. If you see this, I'd suggest mentioning that this information is available if you sign up for the product. You may have said this in there, but I'd also suggest making it clear that all the information already entered will be imported automatically. (they don't have to do it all again)