Advisor Tools
Collaborative financial planning for you and your clients
Offer financial planning tools that educate your clients, scale your business, and get you to higher quality financial planning sessions quicker.
Collect information with less effort
Invite clients to submit information about their finances and goals before meeting with a custom link. The friendly process is easy to use, only takes ~8 minutes and lets you hit the ground running.
Build plans that build trust
Build and share multiple plan scenarios with your clients. All scenarios include Monte Carlo modeling, digital coaching, and plenty of insights — along with the ability for clients to duplicate your scenario and explore on their own.
Clients build an understanding of what’s driving the plans you recommend leading to smart questions, better decisions, and confident action.
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Target Opportunities for maximum impact
Our advisor experience surfaces information that you can use to better serve your clients.
- Detailed data dashboard
- Opportunities you can surface to clients
- Drill into each client’s plan details
You own the relationship
Your clients get access to our consumer-first Planner that puts you front and center. Clients can easily contact you with questions or to schedule appointments from within the Planner, when they want additional support.
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Build from experience
Our advisor tools are informed by the many financial planning sessions we've done over the years. This is the tool we wish we had at the beginning and we want to offer it to you.
APIs
White-Label Planner
Calculators
Classes & EducationLearn how Boldin can help address the unique challenges of each use case.
