Boldin (former NewRetirement) logo

Boldin (former NewRetirement)

Financial Planning
active

San Francisco, California, USA

Community Ratings

Active Users
Former Users
Overall Rating
4.4
(3 ratings)
Active: 3Former: 0
Features
2.1
(4 ratings)
Active: 4Former: 0
Reliability
2.0
(4 ratings)
Active: 4Former: 0
Performance
2.0
(4 ratings)
Active: 4Former: 0
Security
2.0
(4 ratings)
Active: 4Former: 0
Value for Money
2.0
(4 ratings)
Active: 4Former: 0
Customer Service
2.0
(4 ratings)
Active: 4Former: 0
Ease of Use
2.0
(4 ratings)
Active: 4Former: 0
Integrations
2.1
(4 ratings)
Active: 4Former: 0
Total Active Reviews: 3Total Former Reviews: 0

About Boldin (former NewRetirement)

Boldin is a comprehensive financial planning tool designed to help individuals and families plan for retirement. Its primary purpose is to provide users with a detailed and personalized roadmap to achieve their retirement goals. The platform is targeted at individuals who are looking to take control of their financial future, whether they are just starting to save for retirement or are nearing retirement age. NewRetirement offers a range of features that allow users to input their financial data, set retirement goals, and explore different scenarios to see how various factors could impact their retirement plans. What sets NewRetirement apart from other financial planning tools is its focus on user empowerment and education. The platform provides a wealth of resources, including articles, calculators, and expert advice, to help users make informed decisions about their retirement. One of its key differentiators is the ability to model complex financial scenarios, such as changes in income, expenses, and investment returns, to see how they affect long-term financial health. The tool's overall value proposition lies in its ability to simplify the retirement planning process, making it accessible to users with varying levels of financial literacy.

Pricing

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Industry Focus

Financial Services

Key Features

- Comprehensive retirement planning
- Scenario modeling
- Personalized financial roadmap
- Educational resources and articles
- Expert advice and community support
- Integration with financial accounts
- Retirement calculators

Pros

- User-friendly interface
- Extensive educational resources
- Ability to model complex financial scenarios
- Free version available with robust features
- Personalized and detailed financial planning

Cons

- Advanced features may require a paid subscription
- Some users may find the initial setup time-consuming
- Limited direct customer support options

Integrations

Plaid logo
Workday logo
UKG (Ultimate Kronos Group) logo
Asure logo

Key Competitors