NEW Insights: We’ve released a new feature we call Insights. These are structured AI outputs we’ve built to help you make the most of Frank’s understanding of your finances. To start, we’ve released the following Insights:

• Financial Animal: Discover your financial animal profile based on your data.

• Estimated Monthly Retirement Income: Project your expected monthly income in retirement.

• What Changed in My Net Worth: A 30-day review of your financial position.

Enhanced the Overconcentration (Brokerage) Monitor: We refined this monitor with largest-holding details, per-holding listings, persistence, and migrations to ensure it’s as helpful as possible.

We streamlined onboarding by replacing the separate Legal step with two required consent checkboxes.

Removed the “Human Support” from navigation as it was duplicating other Support buttons already available.