What AI says about Boldin Advisors
Since Jul 5Updated Oct 28, 2026Based on 23,551 AI responses
Reviewed by Dimitry Apollonsky
AI summary
Boldin Advisors provides comprehensive financial and retirement planning software alongside advisor guidance, featuring tools like the Boldin Retirement Planner and its Roth Conversion Explorer. It comes up when users seek specialized solutions for planning multi-year Roth conversions and required minimum distributions, or need detailed projections for financial independence.
<1%
of AI answers about Boldin Advisors and its rivals
The market map
Personal Budgeting & Finance AppsMentioned in
- #1Monarch MoneyMentioned in 71%Avg. position 3.1
- #2YNABMentioned in 55%Avg. position 3.5
- #3EmpowerMentioned in 42%Avg. position 3.4
- #4tiedSimplifi by QuickenMentioned in 31%Avg. position 4.9
- #4tiedCopilot MoneyMentioned in 29%Avg. position 4.9
- #6tiedGoodbudgetMentioned in 24%Avg. position 5.0
- #6tiedEveryDollarMentioned in 23%Avg. position 4.6
- #6tiedKuberaMentioned in 21%Avg. position 4.7
- #6tiedTiller MoneyMentioned in 20%Avg. position 5.8
- #10tiedRocket MoneyMentioned in 18%Avg. position 5.2
- #10tiedPocketGuardMentioned in 17%Avg. position 5.2
- #12tiedGoogle SheetsMentioned in 12%Avg. position 6.7
- #12tiedSplitwiseMentioned in 11%Avg. position 2.1
- #12tiedTricountMentioned in 10%Avg. position 3.1
- #20tiedBoldin AdvisorsMentioned in 3%Avg. position 5.2
Where Boldin Advisors ranks in AI
- Personal Budgeting & Finance AppsAI picks Monarch Money most71%#20 of 110tied · 3%
- Online Stock & Options BrokersAI picks Charles Schwab most73%#35 of 429tied · 1%
- Retirement Planning & Account ToolsAI picks Fidelity Investments most58%#40 of 100tied · 2%
- Financial Modeling & FP&A SoftwareAI picks Anaplan most66%#66 of 171tied · <1%
- Financial Advisor Practice Management SoftwareAI picks Wealthbox most49%#71 of 310tied · 1%
Topics where AI mentions Boldin Advisors
- Brokerage with Roth conversion and RMD planning tools for near-retireesOnline Stock & Options Brokers46%Rank #4#4
- For a near-retiree, which brokerage offers the best tools for planning Roth conversions and required minimum distributions?on this questionAI picks Charles Schwab and 1 more about as oftenMentioned in 47%
- What are the best tools for tracking my progress toward financial independence?on this questionAI picks Empower and 1 more about as oftenMentioned in 23%
- What's the best retirement planning software for a financial advisor to create detailed projections?on this questionAI picks RightCapital mostMentioned in 10%
- what financial modeling software should I use?on this questionAI picks Microsoft Excel mostMentioned in 2%
How AI describes Boldin Advisors
Common descriptions
gold standard · detailed · comprehensive · robust · excellent · specialized
How prominently AI mentions Boldin Advisors
Position in answers
- Named first0%
- 2nd or 3rd23%
- Later77%
Each engine’s share of its own answers across Boldin Advisors’s markets
- ChatGPT<1%
- Google AI Mode<1%
Other brands in Online Stock & Options Brokers
Sources AI cites
boldin.com 12%Other sites 88%
- Your site12%
- Visit Boldin (opens in a new tab) · 2%
- Boldin vs. Empower: Which Retirement Planner Is Best for You? (opens in a new tab) · 2%
- Roth Conversion Strategies: Modeling in Boldin Retirement Planner (opens in a new tab) · 2%
- Boldin vs Other Best Retirement Planning Software and Tools - Boldin (opens in a new tab) · 2%
- Roth Conversion Calculator | Compare Strategies & Tax Impact (opens in a new tab) · 2%
- 12%
- Retirement planning software recommendations (opens in a new tab) · 5%
- Any recommendations for Best DIY software to calculate required on 401k withdrwals with RMDs for optimum roth convesion to reduce IRMAA for working couple (opens in a new tab) · 2%
- Planning tools that include yearly (future) Roth Conversions (opens in a new tab) · 2%
- What do you use to track your money? : r/Fire - Reddit (opens in a new tab) · 2%
The page AI cites most for Boldin Advisors
Check it mentions Boldin Advisors and gets the details right.
