✨ NewRetirement is now Boldin, your financial confidence platform

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Enterprise

A financial wellness platform tailored to your needs

APIs

Build tools with comprehensive financial projections

 White-Label Planner

Offer comprehensive DIY financial planning

 Calculators

Bring highly interactive calculators to your site

 Classes & Education

Boost confidence and financial IQ

 Advisor Tools

Work together with your clients on financial plans

See how we can help businesses like yours

We understand the unique challenges your business faces when it comes to offering financial wellness.

Financial Services

Increase engagement and conversions

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Plan Providers

Retain customers and attract new assets

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Employers

Improve employee retention, productivity and confidence

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Financial Advisors

Build trust, engage and retain clients

Features

We offer a holistic approach to financial wellness that’s easy to implement and tailored to your business.

Holistic

Our Financial Projection Engine (FPE) offers comprehensive financial computations that help people make better decisions about their money and time.

Simple implementation

Whether you choose to customize our planner or use our APIs, integration will be easy for your team.

Customizable

Give your customers and employees a consistent experience that’s aligned with your business goals.

We're fueled by feedback

Our enterprise offerings are informed by everything we've learned from real people while running our consumer business.

350k

plans created

$300B

combined net worth of our customers

20k

members in our Facebook group

1,000+

chat sessions per month

1M

visitors per month

90k+

weekly newsletter subscribers

70+

NetPromoter score

200+

people attend our AMAs and office hours

Want to learn more?

Let’s talk about how Boldin can help your business.

Get In Touch

PROVEN BY END USERS

Keith

I have never seen such a comprehensive financial planning product that gives you so much feedback and instruction along the way.

Dave

We feel empowered to make better decisions.

Kay

This helps me organize and project almost any scenario I can imagine. I feel much more confident managing our retirement.

Thomas

Your product has literally allowed me to sleep better at night. It's invaluable. If you spend your financial life looking for value — this is a no-brainer!

Dale

This is an excellent tool. It has given me the confidence to manage my own retirement plan. Highly recommended!

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© 2024 NewRetirement, Inc. d/b/a Boldin All rights reserved.

Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.