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Flexible plans that fit the dynamic needs of your advisory practice

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PlannerPro
Perfect for advisors who are looking for collaborative planning solutions for a few clients and prospects.
$990 / 10 PlannerPlus plans and 40 Basic plans
Billed annually per advisor
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  • Access for one advisor to manage clients and prospects and collaborate on plans
  • Up to 10 PlannerPlus plans for access to in-depth planning features
  • Up to 40 Basic plans to invite prospects to create plans and engage
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For firms who will need more than 10 PlannerPlus and 40 Basic plans. Let's talk about a solution that will fit your needs.
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We'll put together a solution that will fit your firm's needs.
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  • Call us (888) 995-2080

Insightful. Delightful. Engaging.

Give your clients a new way of building financial wellness. Our Planner is built to support learning through exploration.

Key Features

  • Fully collaborative experience with clients and prospects using your Co-Branded Planning Platform
  • Analyze client plans with tools like the Client Overview Summary, Financial Wellness Metrics, and Insight reports.
  • Optimize your client’s planned Roth conversions with our Roth Conversion Explorer
  • Prepare comprehensive retirement & tax plans
  • Compare strategies using the Social Security Explorer
  • Analyze future spending with the Detailed Budgeter
  • Access to comprehensive insights to support collaborative planning discussions
  • Analyze direct comparisons between multiple planned scenarios
  • Support team and on-demand courses for you and your clients

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Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.