Advisor Sign-up

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 branded version of the Boldin Platform to their prospects and clients and work with them to build financial plans collaboratively. The platform enables your leads to get started on their own and get educated as they build a plan. Save hours of time by empowering customers to build a plan so you can spend your time building relationships.

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