BrightPlan3.4.1 - App Store

Take control of your finances with BrightPlan for personalized financial guidance, smarter decision-making, and a plan tailored to your unique goals. As an employer-provided benefit, BrightPlan helps you make confident financial decisions, reduce financial stress, and get more value from the benefits available to you. BrightPlan’s offerings may vary by country and employer.

Learn: BrightPlan Academy delivers personalized educational resources, including articles and live/on-demand sessions, tailored to your financial needs. Get relevant guidance that helps you take action-without product sales or commissions.

Plan: You're not alone. BrightPlan’s AI-powered Financial Wellness Coach(TM) provides personalized, 24/7 guidance to help you make informed financial planning decisions, stay on track with your goals, and take meaningful action with confidence.

Manage: Get a complete view of your financial life in one place. Track your budget, monitor spending, organize your accounts, and stay connected to your financial goals with personalized insights.

Invest: BrightPlan provides goals-based investment guidance tailored to your personal risk tolerance, timeline, and financial objectives to help you make informed investment decisions.

Secure: Your privacy comes first. BrightPlan keeps your financial information private and secure-it is never shared with your employer, sold to third parties, or used for marketing. We follow industry best practices and maintain rigorous security certifications to protect your data.

Fiduciary Excellence: BrightPlan is a registered investment adviser and is legally required to act in your best interests.

Disclaimers:
BrightPlan LLC is an SEC registered investment adviser that may offer investment advice to U.S. residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. By using this application, you accept our Terms of Service (https://www.brightplan.com/terms-of-service), Privacy Notice (https://www.brightplan.com/privacy-policy) and, in the United States, Investment Advisory Agreement (https://www.brightplan.com/investment-advisory-agreement). (c) 2026 BrightPlan LLC

Version History Bug fixes to address iOS 27 issues 3.4.1 Oct 6 Enhancements to make it easier for you to enroll and log into BrightPlan 3.4.0 Oct 5 Ask anything, get a real answer. Retirement planning, budgeting, investing? The AI Coach goes deep on what matters to you, guided by CFP-level standards.

The AI Coach now looks at your full financial picture. Connected to your accounts, goals, and employer benefits, so every conversation is grounded in your actual situation (not generic advice).

Advanced retirement modeling to create a retirement plan tailored to you, including handling inflation, expenses, future-value or present value inputs, pension assumptions, and much more. 3.3.0 Sep 3 Ask anything, get a real answer. Retirement planning, budgeting, investing? The AI Coach goes deep on what matters to you, guided by CFP-level standards.

The AI Coach now looks at your full financial picture. Connected to your accounts, goals, and employer benefits, so every conversation is grounded in your actual situation (not generic advice).

Advanced retirement modeling to create a retirement plan tailored to you, including handling inflation, expenses, future-value or present value inputs, pension assumptions, and much more. 3.2.0 Aug 6 Bug fixes and enhancements 3.1.0 Jul 8 Bug fixes and enhancements 3.0.4 Feb 18 Bug fixes and enhancements 3.0.3 Feb 4 Bug fixes and enhancements 3.0.2 Feb 1 Signing in just got faster and more secure. This major update introduces passkey support for quick, passwordless authentication and TOTP via email to keep your account protected. 3.0.1 Jan 30 We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience. 2.4.4 12/09/2025 We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience. 2.4.3 09/30/2025 We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience. 2.4.2 03/05/2025 Bug fixes and enhancements 2.4.1 08/08/2024 Bug fixes and enhancements 2.4.0 06/26/2024 Bug fixes and improvements 2.3.8 05/29/2024 We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience. 2.3.7 04/04/2024 Bug fixes and improvements 2.3.6 01/24/2024 Enhancements 2.3.5 01/10/2024 Bug fixes 2.3.4 12/04/2023 Bug fixes 2.3.3 11/21/2023 Bug fixes and enhancements 2.3.2 11/15/2023 Bug fixes 2.3.1 08/18/2023 Secured and enhanced Over-the-Air update server 2.3.0 08/17/2023 Bug fixes and improvements 2.2.32 08/10/2023 Bug fixes and improvements 2.2.31 08/09/2023