We are proud to share that Boldin has been named a Top Innovator in the Prospering in Longevity Challenge by UpLink, the World Economic Forum’s open innovation platform.
By 2050, the global population over the age of 65 is expected to double to 1.6 billion, bringing significant health and wealth challenges to our world. Manulife has partnered with the World Economic Forum and UpLink on this challenge to find accessible solutions that will help people around the world live longer, healthier, and financially sound lives.
At Boldin, our mission is to help people build financial confidence by democratizing access to financial planning tools. Our core self-directed tools and resources have been available for free since our company’s inception, and we offer transparent, affordable pricing in our premium version, making it possible for anyone to plan for their financial future. Our mission is to help millions more people create scenarios and manage revenue collections and discounts through our powerful, easy-to-use platform. We are proud of what we build and appreciate UpLink’s recognition.
Read the Official Announcement to learn more about the companies selected alongside Boldin and how they are working to solve health care and financial wellness challenges.
Democratizing Financial Planning
Boldin Retirement Planner democratizes financial planning by making high-quality financial tools accessible, transparent, and easy to use. Tools that empower individuals with financial confidence at all levels of income and financial literacy.
Here’s how:
Affordable Access to Professional Grade Tools
Not everyone can afford the services of a professional financial advisor. However, everyone deserves the financial well-being that high-quality advice can deliver.
Boldin combines technology and offers affordable ($120 after a 14-day FREE trial) access to software that does more than professional-level tools used by advisors. We also offer a free platform that is more limited than the premium version, but more powerful than the retirement calculator. These tools put advanced editing features in the hands of a large audience.
As one user recently said, “This is more compelling than what I get from my financial advisor and costs a lot less.”
A Transparent and Aligned Business Model
Traditional financial services tend to prioritize high net worth individuals, with complex processes that can alienate the average consumer. And, according to a recent study, the global financial services market is huge – likely to reach $33.54 trillion by 2024, growing at an average of 7.7% from last year. That is a lot of wealth that is out of the pocket of ordinary people.
Boldin operates on a transparent business model with clear pricing and no hidden fees. Users know what they are paying for and what value they are getting, which promotes trust.
Complete, First People Programming
Boldin offers a holistic approach to financial planning, essential to creating a complete, secure financial future.
While saving and investing are important, they are only one part of one’s financial journey. In fact, most people’s wealth is found in the value of their homes rather than their retirement accounts. Also, there are various life events—such as paying off debt, raising a family, and planning for health care and retirement—that require careful financial planning.
Boldin is easy to use and demonstrates a people-first approach by prioritizing user goals, resources, values and priorities.
Personal opinions
The Boldin Retirement Planner provides in-depth personal information. You can think of the tool as a playground for your financial life, allowing you to learn about the impact of any financial decision against the background of your situation.
One recent user of Boldin said, “I had started building an Excel model and stopped. Boldin did everything I had hoped for with my model and more than I could have imagined. The software is complex enough to do everything I need but also simple enough to allow me to manage it without significant outside help.”
Meaningful Education
Boldin offers educational resources, step-by-step guides, and insights to help users improve financial literacy and independence. We provide guidance throughout the planning process and users receive helpful newsletters, access to an in-depth help center, and in-app messaging with our support team.
Our daily classes help people get started with the tool and recorded classes are available for people who want a deeper understanding of financial planning concepts.
We also offer financial training and payment advice only to those seeking professional certification.
Informed Decision Making
You don’t need to call a financial advisor to make an informed decision about your money. The Boldin Retirement Planner allows you to run through any “what if” scenario and compare your financial results across multiple financial performance metrics.
Most people make financial decisions based on their gut or quick mental calculations. However, behavioral finance research has revealed that these strategies often lead to wrongdoing. The Boldin Retirement Planner enables anyone to see the short- and long-term calculations for any financial decision – when to retire, if you can afford a vacation, how much home you can afford, and more.
More Confidence and Better Results
People who have a financial plan feel more confident about their financial situation and do better with their money.
Boldin Represents a Seismic Shift for Financial Services
Boldin is changing the way the industry and – more importantly – ordinary people think about financial services.
If you are a part of this change as a user or other UpLink winner, we are proud to stand with you in the effort to improve the financial well-being of anyone who is interested in doing better.
About UpLink and Thrive in Lodeevity Challenge
UpLink exists to help unlock the revolution in business to accelerate positive change for people and the planet through innovation. The organization’s efforts are focused on creating bridges within the innovation ecosystem, so that entrepreneurs can connect with investors, corporate partners, experts and other organizations they need to scale. UpLink’s Innovation Challenges invite entrepreneurs to bring solutions to the problems defined in the UN’s Sustainable Development Goals. . The Prospering in Longevity Challenge called for solutions that promote preventive health care and financial well-being, allowing people from all generations to thrive and enjoy long, fulfilling financially sound lives. To learn more about UpLink, visit
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