Boldin Description

This platform dedicated to financial wellness delivers customized solutions specifically designed to address the distinct requirements of various businesses. By utilizing its APIs, users can create applications featuring in-depth financial forecasts. The white-label financial planner offers a complete DIY financial planning experience, while interactive calculators can be seamlessly integrated into websites to enhance user engagement. Additionally, the platform prioritizes educational resources and classes, fostering increased financial confidence and literacy among users. Financial advisors are equipped with specialized tools that facilitate close collaboration with clients on their financial strategies. The platform's comprehensive approach incorporates the Financial Projection Engine (FPE), which provides detailed financial analyses that empower individuals to make well-informed decisions regarding their finances and time management. Furthermore, the straightforward implementation process, whether through customizable planners or APIs, guarantees a smooth alignment with a business's objectives, ultimately enhancing overall user satisfaction.

Pricing

Pricing Starts At:
$120 per year
Free Version:
Yes
Free Trial:
Yes

Integrations

API:
Yes, Boldin has an API
No Integrations at this time

Reviews

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Company Details

Company:
Boldin
Year Founded:
2015
Headquarters:
United States
Website:
www.boldin.com/retirement/enterprise/home/

Media

Boldin Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Online Support

Boldin Features and Options

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