Empowering advisors to build comprehensive financial plans.
"Boldin is a financial planning platform designed to help financial advisors create comprehensive and personalized plans for their clients. It offers tools for goal setting, cash flow analysis, investment planning, and retirement projections. RIAs use Boldin to streamline the planning process and deliver actionable advice."
"Boldin empowers RIAs to build and manage holistic financial plans, fostering deeper client relationships and driving better financial outcomes."
How Boldin (for Advisors) integrates into institutional RIA stacks.
Verified native integrations connecting to Boldin (for Advisors)
Efficient financial planning solutions for streamlined client service.
Comprehensive financial planning solutions for advisors and their clients.
GMO: Sophisticated investment strategies for RIAs.
Efficient financial planning, simplified client engagement.
Goals-based financial planning software for advisors.
Planning Light: Streamlined financial planning for modern advisors.
