Boldin is a platform that enables anyone to build a plan that is right for them: their resources, values, goals, and priorities. Unlike traditional financial planning resources that are basic, misaligned with people’s specific goals or out of touch with their resources, Boldin is holistic with both accumulation and decumulation planning for life-time income management, and focused on empowering people with personalized insights to drive better financial outcomes.Consumers choose Boldin to build financial confidence with easy to use planning tools and services. Boldin puts people on the path to the future they want with powerful financial modeling capabilities, enabling individuals to plan better, learn more, and feel confident in their financial health. Enterprises and financial advisors choose Boldin because the solution provides faster to market and deeper financial planning capabilities at scale. Boldin helps organizations improve engagement and financial wellness for their clients by bringing together their data, client experience, and advice network into a single consolidated platform.