Updates
Product releases, new features, and improvements shipping in Wellthplan.
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Prefer text? Subscribe by text →Two Plans: Core and Pro
Wellthplan now comes in two plans. Core is the plan itself — budgets, the cashflow calendar, goals, alerts, and Benjamin — from $8.33 a month. Pro adds everything for the household: shared plans, voice, custom rules, texts from Benjamin, and the Rundown.
Read more →The Advisor Portal Comes to the App
For those of you who are advisors: your referral desk now lives in the Wellthplan app — sync your contacts, send each one a unique invite, gift a subscription, and watch commissions land, all from your phone.
Read more →Custom Rules and Rock-Solid Screens at Every Text Size
Describe the alert you want in plain English and Benjamin turns it into a live rule — plus every screen now stays perfectly laid out no matter how large your device text is set.
Read more →Apple Wallet, Email Alerts, and Talking to Benjamin
Connect Apple Card, Apple Cash, and Apple Savings straight from your iPhone, get the alerts you care about in your inbox, and have a real conversation with Benjamin — out loud.
Read more →Introducing Wellthplan 2.0
Safe to Spend, the Needs / Wants / Savings framework, a guided plan built with Benjamin, and a fuller picture of what you own — our biggest release yet.
Read more →