Boldin
Boldin enhances financial confidence through a user-friendly platform that empowers businesses to engage employees in retirement planning. With customizable planners and seamless API integrations, it provides personalized insights, scenario modeling, and interactive calculators. The platform fosters informed decision-making, boosting retention and productivity while offering valuable reporting tools for smarter business strategies.
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Top Boldin Features
- Personalized financial insights
- Decumulation strategy modeling
- Seamless API integration
- Customizable white-label planner
- Interactive website calculators
- Financial Projection Engine
- User engagement analytics
- Tailored retirement planning tools
- Comprehensive DIY financial planning
- Holistic financial wellness approach
- Financial literacy education classes
- Client-advisor collaboration tools
- Quick setup within 90 days
- Branded user experience
- Weekly financial newsletter
- Scenario analysis capabilities
- Asset attraction strategies
- Employee productivity enhancement
- Interactive financial concept visualization
- Insightful user reporting tools
