Unlock enterprise value by
boosting
financial confidence

Employers

improve employee confidence about benefits engagement and retirement readiness

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Plan Providers

Provide tools and insights to help participants make smarter decisions, increase contributions and achieve retirement readiness sooner.

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Financial Institutions

Quickly deploy a configurable solution to attract new customers and engage and delight your current users

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A solution tailored to your needs

Increase engagement with retirement planning through personalized insights, decumulation strategy, and scenario modeling.

Quick to deploy

Whether you choose to customize our planner or use our APIs, integration will be easy for your team. Get setup within as little as 90 days.

White label integration

Our planning platform can be branded and customized to give your customers and employees a consistent experience.

Embeddable calculators

Our calculators are designed to be folded into your website seamlessly. Let people play with information and bring financial concepts to life in a way that is tailored to them.


Leverage the data

Reporting that helps you gain insights into your users and make smarter business decisions.


Enhance your offering with Boldin

Let’s talk about how Boldin can support your business

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