Boldin Reviews 

Powerful yet easy to use software; Superb online help and documentation; Excellent customer service; Effective Management

Keeps my finances, investments all together in one place. Really like the net worth feature as well as the ROTH conversion tool and help with lifetime taxes.

Love the software. I have been using it for 3-years. It made the difference for me in deciding I would be OK to retire sooner than I thought. I intend to maintain my subscription until end of plan, so long as the price does not go up to high.

I have repeatedly said to my adult children and siblings that I wish this application had been around and was affordable 30 years ago. It is a great planning tool, and is very useful and usable by the DIY’r.

It’s a great, comprehensive package that addresses the majority of my retirement planning needs.

I use it weekly. It has kept me informed as to the state of my financial retirement. I would and do recommend it highly

Have been with them since early on and they just keep making the tool better and better.

Excellent tool I wish I was able to include NUA (in my case is a significant amount).

I have used Boldin for 2 1/2 years and have been very satisfied with is ability to model my journey to retirement and the impact of various (planned and unplanned) events. The model is equivalent to e-money used by many financial planners but is a fraction of the cost and you are in complete control of the model, not your financial planner. The most valuable insight is the Monte Carlo tool which will project probability of success versus the goals set up by the user. You also have access to an on line live classroom / office hour session and pre-recorded tutorials.

The number crunching is in good shape, if the reporting could be improved, then the product will be on a great trajectory.

I love this app. Super easy and intuitive. love the AI feature. However I have not yet retired - so there is a lot of trust that it is advising me correctly! ;)

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.