Boldin Opiniões 

It takes a bit of work to get the value out. But taking the time has given me a lot of insight into my financial health and future. I was confident I could retire, but using Boldin to confirm where I stood looking into the future, was very beneficial.

Extremely thorough retirement planning, with ongoing development responsive to user requests. Excellent integrated AI. The ability to build and compare scenarios is first rate. Very good access to resources who can review how you've used the application, as well as access to fee-based CPAs familiar with the tool. There is also an ongoing series of webinars to support users of the application. An active user base who can provide advice. Good reviews and advice is also available on YouTube and other social media. Well worth the annual subscription, both before and after your retirement date.

I love the AI offering because it feels like a Financial Advisor. It would be awesome if there was a vocal option where we could talk to each other as I drive.

Boldin is an exceptional tool for building and evaluating a retirement plan. Once you enter your financial data, the software makes it straightforward to assess plan completeness and identify potential areas of weakness. The new AI integration is a fantastic addition, allowing you to ask questions or run 'what-if' scenarios for instant reassurance on your plan's probability of success. Combined with a reasonable price tag for the robust feature set, Boldin provides incredible value.

Would be happy to rate the platform as a five star, however, the team needs to rise to the occasion and develop/implement a more elegant interface in executing QCD's,... rather than the current nonsystem approach which renders some false positives in platform data exhibits

This company is very tuned in with the customer provides very good tools and provides a good financial picture. Covering different areas and gives me confidence with my financial picture. Always coming up with new tools and has a decent AI.

I love the AI chat! Really helps you think through scenarios which then you can model in the scenarios feature and save. Would love for it to have more global components as we live outside the US but this doesn’t stop us, we just use work arounds.

I have used several tools leading up to retirement and I have found Boldin the easiest to use and the most comprehensive, even surpassing the tool I have as part of Vanguard Personal Advisor Select.

To me, Boldin’s internal AI has been a game changer. I love how it can update my plan if requested.

I couldn't love Boldin more! I also am thrilled with the continued enhancements and added features. The platform provides peace of mind to me and my husband.

This software has given me the confidence and peace of mind I needed to live an enjoyable retirement.

Great tool for syncing your financial state and then projecting and comparing various sceanrios.

Boldin has made it easier for me to have all of my info in one place...so that I get the entire snapshot of where I am financially. It's also very helpful to be able to run the different scenarios to see how certain decisions affect the outcome. I would highly recommend it. It's well worth the cost, in my opinion.

Boldin has saved me thousands and simultaneously given me the confidence that my total estate planning is in place. Their educational resources and the website/app are invaluable to allow me to enjoy retirement.

I've been using Boldin for several years now. It helped me be confident in starting early retirement last year at 59! I LOVE being retired! Using the Boldin scenarios, I gave myself 2 (working) years living off the budgeted numbers BEFORE retiring. A test drive. Everything worked fine! I couldn't have done it without Boldin.

I really liked the detailed planning and analysis this software offered from the onset. Since then, the capabilities have grown tremendously! One of my favorite features is the Roth Conversion optimization. Also, we appreciate you holding our fee chargeconstant from when we began with the software. Your help desk support has been great.

One area I struggle with is my wife and I are retired Federal employees. This forces us to do a lot of workarounds in the areas of health care estimation, LTC insurance, TSP issues, etc. I am aware, however, that Federal retirees are likely not a big part of your clientele so I understand why these items aren't prioritized for future enhancements.

I am neither a financial nor a tech-savvy person. With Boldin I quickly got a great feel for where my retirement scenarios will end up. It's a peace of mind rather than a worry-and-hope. Also, when I sit down with my Financial Advisor, the meetings are much more productive because I have a better understanding of the topics and interactions.

The system is very intuitive and is even better when you use the chat assistant to help with planning.
I use a variety of methods to determine my financial position and I find boldin the best for graphs and illustrations to clarify a point.

Excellent tool with a well guided interface. Definitely gives me the confidence that my retirement plans are on track and achievable.

It gave me the confidence to pull the trigger! Now with AI, i can look for more options.