PlannerPro
Empower your clients with a digital-first planning experience.
Collaborate in real-time with our dynamic planning tools. Our planner fosters education and engagement, and leads to more insightful questions, clearer decisions, and more confident actions—efficiently and effectively.
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Learn more about clients in less time
Invite clients and prospects to submit their financial details and goals through a simple 8-minute process before your meeting. Collect and review comprehensive planning data upfront, so you can engage in deeper conversations and deliver personalized advice from the very first conversation.
Build plans that build trust
Collaborative planning empowers your clients to plan and act with confidence, knowing they’re supported by a platform designed to secure their future. Guide clients through asset accumulation and decumulation effortlessly.
Create and share multiple plan scenarios that include:
- Monte Carlo modeling
- Digital coaching
- Insights reports
Unlock real-time insights for transparent, planning
Deliver tailored strategies with clarity and precision and provide actionable insights that help your clients make empowered, data-driven decisions while staying connected with you over time.
- Gain insights to minimize tax liabilities and maximize savings opportunities.
- Monitor progress toward client goals and adjust plans in real-time.
- Use detailed dashboards to make clear, client-focused decisions that evolve as their financial needs change.
Build stronger relationships together
Your clients access a co-branded version of the Planner that highlights your brand. Allow clients to easily schedule appointments or request support directly from their planning dashboard—reinforcing your role as a trusted financial partner throughout their journey.
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Classes & EducationLearn how Boldin can help address the unique challenges of each use case.
