Boldin Reviews 

Easy to use. Fairly comprehensive. Also easy to model various scenarios. The AI is helpful as well.

Good coverage of the major financial areas associated with retirement planning. Taxes per asset type, state taxes, Roth conversion planner, distribution order configuration, etc.

I love the financial software, while the AI chatbot is pretty lacking. But the most frustrating experience is with their customer support. I would assume that this is a pretty large company, but it feels like they have almost no staff for customer support. When initiating a human chat, it takes a very long time for them to respond. And then once they respond, they do not stay with you. I put in my first question for their rep, and it's been at least 5 minutes with no second response. Once you are talking to a human, they should be with you, and not trying to multitask between differenct customers. They do not list a phone number to call, and I was able to find one online. It immediately went to a voicemail message that said someone would call me back. I find all of this to be frustrating and unacceptable for a financial support company. I had an account overview by one of their CFP's and am not exactly overwhelmed with the quality of their review of my accounts. As a matter of fact, when I was going to rollover funds from my employer 401k to my Vanguard account today (I just retired), the employer 401k representative told me that I should consider the tax implications of the company stock that I hold if I roll it over directly to my IRA account. In my financial overview, my Boldin CFP never mentioned anything about my stock needing specialty consideration.

Excellent value. Gives me confidence to spend.

Boldin is a great tool and they're making improvements regularly. Tons of flexibility and pretty easy to use. Some of the features would benefit from being linked together, like the various income and expense items for rental properties. Also making the overall investment returns changeable from a single place, as opposed to changing the expected returns on each individual account, would make quick modeling a lot easier.

But these are nits. Overall, it's by far the best retirement planning tool I've used, and I've tried a LOT. :-)

Good discussions on needed issues. Good guidance when appropriate and accessible help with issues.

My husband and I love this tool! Thank you!!

generally good a few quirks in the ROTH converter I am not so confident in its advice but AI is an excellent addition to product , I was set to cancel but the AI addition changed my mind

very solid interface that allows us to model in what our retirement spending can look like, given different timing and scenarios, learned alot.

Great software and we love the AI assistant!

Customer service and software improvement

I was worried about retiring early and having enough money. Boldin software helped show me what I had and how spending can change my out come. It makes me feel more secure when I spend additional funds on traveling or big toys.

Best software for me to work with Budget and Investment. Helpful with taxes. Hope some day they partner with TurboTax.

It’s great; I have been using for 3 years.

The AI is working out well and it’s great to see my plan written down.

Boldin is an outstanding retirement planning platform for the price. The interface is intuitive. The support resources are great. I am a huge fan and highly recommend it.

Love the program and the personalized service my Advisor gave me

AI use in the program is excellent. Importing accounts still not working.

Easy to use and regular updates that given even the most inexperienced person user-friendly explanations.