{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/d32fbb690edb47ebb7447bc146bf363e\" frameborder=\"0\" width=\"1528\" height=\"1146\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1146,"width":1528,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1146,"thumbnail_width":1528,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/d32fbb690edb47ebb7447bc146bf363e-72b7d69ba3772aa6-full.jpg","duration":202.557,"title":"New Feature: Boldin AI Plan Updates","description":"This Loom introduces Bolden’s AI Plan Updates feature for PlannerPlus members. It explains how Bolden AI helps update plans without manually entering numbers, whether you are creating a new plan or adjusting an existing one as circumstances change, such as a new refrigerator purchase or a changed emergency savings balance. The feature can be accessed either by typing changes in plain language, where nothing is saved until you apply, or by uploading a document from your document vault for the AI to read and update specific details like account balances, cost basis, or income. After you apply changes, they flow into Microsoft Word and update your plan and projections, with the document remaining in the vault as the record behind the numbers, and the same approach works in Investments Today."}