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

Frequently Asked Questions

1. General Overview

Q: What is Boldin’s advisor solution?
A: Boldin’s advisor solution is a financial planning platform designed for advisors to create clear, personalized plans for their clients. It encourages client involvement so they can better understand and manage their finances.

Q: How is Boldin different from other financial planning tools?
A: Boldin was originally created for DIY end-users, making it much easier to use and more intuitive than tools designed specifically for advisors, such as MoneyGuidePro and eMoney. It’s built to enable client participation in financial planning, fostering long-term trust and engagement.

2. Onboarding and Setup

Q: How do I get clients started with Boldin?
A: You send clients a unique link to your customized Boldin portal. They can set up their accounts, add financial details, and start planning.

Q: What’s unique about my Boldin portal?
A: Your portal includes your company’s branding, such as your logo and contact information, making it feel like part of your firm. Clients log in through a personalized link, and you get an Advisor Dashboard where you can view and manage your clients’ plans.

Q: How long does it take to get my Boldin account ready?
A: Once you sign up and provide your branding details, Boldin sets up your portal. The process takes up to 5 business days.

3. Features and Functionality

Q: What tools are included in the Boldin advisor solution?
A: Boldin offers several tools:

• Scenario Builder: Simulates “what-if” situations, like retiring early or moving to a lower-cost area, to see how they affect financial plans.
• Roth Conversion Explorer: Helps clients find the best time to convert retirement savings to a Roth IRA to minimize taxes.
• Social Security Explorer: Suggests the optimal age to start Social Security benefits based on life expectancy and income.
• Account Aggregation: Links financial accounts like 401(k)s or savings to automatically update balances.
• Detailed Budget Planner: Helps clients break down their expenses into specific categories, such as housing or transportation.

Q: Can clients update their own plans?
A: Yes, advisors can allow clients to log in and update their information, like adding new savings or income details. Alternatively, advisors can restrict access and manage everything themselves.

4. Pricing and Plans

Q: How much does Boldin cost?
A: Boldin offers a basic package for $990/year, which includes 10 “Planner Plus” accounts and 40 “Planner Basic” accounts. If you need more, prices decrease as you add more plans:

• 25 Planner Plus accounts: $1,475/year.
• 100 Planner Plus accounts: $2,900/year.

Q: What’s the difference between Planner Plus and Planner Basic?
A: Planner Plus includes all advanced tools, such as detailed budgets and planning scenarios, while Planner Basic provides a simpler setup for initial client engagement or prospects.

5. Client Engagement

Q: How does Boldin help me keep clients engaged?
A: Clients can log in to their plans anytime to review or update their information. Boldin also offers financial education classes, tools, and resources to help clients feel more connected to their financial journey.

Q: Can I control what my clients see or use?
A: Yes! Clients automatically start with a Planner Basic account, and you decide when to upgrade them to Planner Plus for more advanced features. You’re in control of their access levels.