Advisor Inquiry

Boldin’s financial planning platform is available to Financial Advisors, RIAs, and Wealth Management firms to collaborate efficiently with clients and prospects.

Advisors can offer a co-branded version of the Boldin Platform to their current and prospective clients and build financial plans collaboratively. The platform enables clients to get started on their own and provides education as they build their plan. Save hours of time by empowering customers to build a plan so you can spend your time building relationships.

Find out more about our solutions and request a demo.

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