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White Label Planner

Offer comprehensive financial planning

Our financial planning software uses technology to help customers and employees uncover insights, run scenarios, make decisions, and boost their financial confidence.

Supercharge decision making

Our Planner, APIs, and calculators are built on top of our Financial Projection Engine which takes hundreds of factors into account and allows you to offer customers and employees easy ways to make better, more informed decisions.

Taxes:

State modeling, itemized deductions, brackets

Income:

Work, Social Security, annuities, pensions

Real Estate:

Future purchases and sales

Debt:

Student loans, mortgages, credit cards

Goals:

What matters most to you

Budget:

Recurring and one-time purchases

Medical:

Medicare and long-term care

...and dozens of other factors too

Insightful. Delightful. Engaging.

Give your customers and employees a new way of building financial wellness. Our Planner is built to support learning through exploration.

Key Features

  • 100+ personalized plan assumptions
  • Simple UX for plan creation and scenario modeling
  • Track current and future cash flow
  • Interactive plan updates in real-time
  • Federal and State tax insights
  • Multiple strategies for decumulation
  • Explorers for optimization (Social Security, Roth Conversion)
  • 20+ analysis and projection charts
  • 150+ built-in coach suggestions using AI
  • 1,500+ educational articles
  • Online help center and chat support

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Custom built for your business

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

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Users Love Us.

We have an active user community that drives innovation resulting in constant improvements to our Planner. Listening has paid off.

Net Promoter Score (NPS) 70+

Best retirement planner according to

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!

Let us show you what we can do.

We'd love to show you our White Label Planner and any other products you're interested in.

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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.