Audience
Businesses in need of a tool to improve financial wellness offerings for clients, employees, and customers
About Boldin
This financial wellness platform offers tailored solutions to meet the unique needs of businesses. Through its APIs, it allows users to build tools with detailed financial projections. The white-label planner provides comprehensive DIY financial planning, while interactive calculators can be integrated directly into websites to engage users. The platform also emphasizes classes and education, boosting financial confidence and literacy. With advisor tools, financial professionals can collaborate closely with clients on their plans. The platform’s holistic approach includes the Financial Projection Engine (FPE) for thorough financial computations, making it easy for individuals to make informed decisions about their money and time. Implementation is simple whether using customizable planners or APIs, ensuring seamless integration with a business's goals.
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Pricing
Starting Price:
$120 per year
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
API:
Yes, Boldin offers API access
No integrations listed.
Company Information
Boldin
Founded: 2015
United States
www.boldin.com/retirement/enterprise/home/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online
