Unlock enterprise value by
boosting financial confidence
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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
