We are proud that Boldin has been named a Top Innovator. Succeed in the challenge of longevity By UpLink, the World Economic Forum’s open innovation platform.
By 2050, the global population aged 65 and over is expected to double to 1.6 billion, posing significant health and wealth challenges to the planet. Manulife is partnering with the World Economic Forum and Uplink on this initiative to identify available solutions that help people around the world live longer, healthier and more economically resilient lives. I’m working on the issue.
Boldin’s mission is to help people build financial confidence by democratizing access to financial planning tools. Our core voluntary tools and resources have been free since we started, and our premium versions offer transparent and affordable pricing, so everyone can plan for their financial future. Masu. Our goal is to empower millions more people to model scenarios and manage income accumulation and decline through our powerful and easy-to-use platform. We’re proud of what we’re building and appreciate UpLink’s recognition.
please read Official announcement Learn more about the companies selected with Boldin and how they are working to solve preventive health and financial health challenges.
Democratizing financial planning
Boldin Retirement Planner democratizes financial planning by making high-quality financial tools accessible, transparent, and easy to use. This tool provides financial confidence to individuals across all income levels and financial literacy levels.
Here’s how:
Affordable access to professional-level tools
Not everyone can afford the services of a professional financial advisor. But everyone is entitled to the financial well-being that comes with quality advice.
Boldin leverages technology to provide cost-effective ($120 after a 14-day free trial) access to software that goes beyond the professional-level tools used by advisors. We also offer a free platform that is more limited than the premium version, but much more robust than the Retirement Calculator. These tools make advanced planning capabilities available to a wide range of users.
One user recently said, “This is more convincing and much cheaper than what I got from my financial advisor.”
Transparent and consistent business model
Traditional financial services often favor the wealthy, and complex processes can alienate average consumers. And according to recent information, the studythe global financial services market is huge and could reach $33.54 trillion by 2024, growing 7.7% year-on-year. That is enormous wealth that is not available to 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 fosters trust.
A comprehensive, people-first plan
Bouldin provides a holistic approach to financial planning that is essential to building a balanced and secure financial future.
Saving and investing are important, but they are only one part of an individual’s financial life. In fact, most people’s wealth comes from the value of their home, not their retirement savings. There are also a variety of life events that require careful financial planning, such as paying off debt, raising a family, and planning for medical care and retirement.
Boldin is easy to use and reflects a people-first approach by prioritizing users’ goals, resources, values, and priorities.
personalized insights
Boldin Retirement Planner provides detailed, personalized insights. You can think of this tool as a playground for your own financial life, where you can learn about the impact of your financial decisions in the context of your own situation.
Another recent Boldin user said: “I started building Excel models, but gave up. Boldin did everything I wanted my models to do, and did many more things I never thought possible. The software is complex enough to do everything we need, but also simple enough to manage without much outside help.
meaningful education
Boldin provides educational resources, step-by-step guides, and insights to help users develop financial literacy and independence. We provide guidance throughout the planning process, and users receive helpful newsletters, access to our detailed help center, and in-app messaging with our support team.
Daily classes help you get started with the tools, and recorded classes are available for those who want a deeper understanding of financial planning concepts.
We also offer coaching and paid fiduciary financial advice for those seeking professional reassurance.
Informed decision making
You don’t need to call a financial advisor to make informed decisions about your money. Boldin Retirement Planner allows you to run through any “what if” scenarios and compare your financial outcomes across many financial health metrics.
Most people make financial decisions based on their gut feelings and quick mental arithmetic. However, behavioral finance research has shown that these tactics often lead to exactly the wrong actions. Boldin Retirement Planner allows anyone to see short- and long-term calculations for financial decisions such as when to retire, how much vacation they can afford, and how much home they can buy.
More confidence and better results
People who have a financial plan feel confident about their financial situation and are better at spending money.
Bouldin represents a seismic shift in financial services
Boldin is changing the way the industry and, more importantly, the public think about financial services.
If you’re part of this change as a user or another UpLink recipient, we’ll join you in our quest to improve the economic well-being of everyone who wants to do better. We are proud to collaborate.
About UpLink and the Longevity and Prosperity Challenge
UpLink exists to power the entrepreneurial revolution that accelerates positive change for people and the planet through innovation. The organization’s efforts are focused on building bridges within the innovation ecosystem to help entrepreneurs connect with investors, corporate partners, experts, and other organizations needed to scale. UpLink’s Innovation Challenge invites entrepreneurs to submit solutions to problems outlined in the United Nations Sustainable Development Goals. . The Longevity and Prosperity Challenge called for solutions that promote preventive health care and economic well-being, enabling people of all generations to thrive and enjoy long, fulfilling, economically resilient lives. For more information about UpLink, please visit: https://uplink.weforum.org/.
