Best financial planning software of 2025: Boldin

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, hopes, dreams, the Social Security trust funds’ solvency and more.

Here’s where financial planning software sashays into the room for its hold-my-beer moment: Unlike piecemeal apps designed for budgeting, portfolio management and tax planning, these tools take into account the interaction between all aspects of your financial life at once with functionality that far exceeds what you get from even the most souped-up retirement calculators.

Actions have consequences, and financial planning software helps you see exactly how different decisions impact your future.

Top tools for financial planning

The best financial planning software allows you to track, analyze, project and play out what-if scenarios to chart a course of action to achieve your goals. The providers on this list were chosen based on reputation, cost, comprehensiveness, customizations and quality of analysis.

Each works well as a standalone solution for financial planning or in conjunction with working with a financial advisor. In fact, some offer the option to get hands-on help — in the form of guidance from a certified financial planner (CFP) or portfolio management — for an additional fee.

• Boldin — Best for comprehensive financial planning and those who want the option to get occasional advice from a pro

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Digbi Health Expands its Multi-Condition Care Platform to Enhance Efficacy and Adherence to GLP-1 Drugs

PALO ALTO, Calif., Jan. 17, 2025 (GLOBE NEWSWIRE) -- Digbi Health, a pioneer in Precision Biology, is advancing obesity management with groundbreaking enhancements to GLP-Compass (™), its industry-leading obesity test. Digbi Health is introducing innovative components to personalize nutritional and pharmacotherapy support to ensure everyone receives the right care based on their biology and lifestyle.

Understanding the Different Causes of Obesity to Personalize Treatment

The causes of obesity vary widely among individuals based on their genetics, gut microbiome, glucose metabolism and lifestyle. For some, obesity is primarily driven by insulin-related metabolic issues. For others, it stems from gut-brain axis dysfunction, influencing cravings and hunger regulation. Additionally, some individuals may experience a combination of gut-brain issues affecting satiety, mental health factors, and lifestyle constraints. By isolating these different phenotypes, Digbi Health can tailor treatment approaches more precisely, leading to 3X better weight outcomes than traditional one-size-fits-all interventions.

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Syndio Introduces Pay Gap Reporting Hub to Help Organizations Understand Rising Global Compliance Demands

Regulations are set to double by 2027. Comprehensive, free resource helps enterprises make sense of growing pay reporting requirements.

SEATTLE, Jan. 14, 2025 /PRNewswire/ -- Syndio, the leader in pay equity, reporting, and transparency solutions, unveiled its Pay Gap Reporting Hub today, arming global organizations with a set of comprehensive guides to efficiently understand pay gap reporting requirements across 43 countries and 48 associated jurisdictions. The hub maps the regulatory landscape across six continents, offering organizations detailed guidance and best practices to comply with an increasingly complex web of requirements. Publishing of the hub comes at a crucial time, as organizations face a transformative wave of new pay reporting and transparency regulations, including the EU Pay Transparency Directive, with the first pay gap reports due in 2027 based on 2026 compensation data.

"Let's face it: pay gap reporting has become a global maze, and organizations need a reliable guide to find their way through," said Christine Hendrickson, VP of Strategic Initiatives at Syndio. Syndio's Pay Gap Reporting Hub delivers exactly that—comprehensive, actionable insights that make compliance manageable. As someone who has navigated the intricacies of pay equity and reporting firsthand, I can confidently say this resource would have saved countless hours and headaches. For organizations grappling with dozens of deadlines and diverging requirements, this isn't just helpful—it's essential."

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8 Trends Will Redefine The Workplace And Your Career In 2025

Bryan Robinson, Ph.D. Contributor and author of Chained to the Desk in a Hybrid World: A Guide to Balance.

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As we move into 2025, the workplace landscape is evolving rapidly, and the challenges that employers and employees face are more dynamic than ever. Business leaders on the front lines are making predictions about the future of the workplace. Among those predictions are the death of return-to-work policies and that AI will replace full-time careers for some employees. Now, predictions are coming in about what trends will redefine the workplace in the coming year.

Eight Trends Will Redefine The Workplace In 2025

I spoke with Jon Cooper, CEO and co-founder of Overalls, a modern employee benefits offering. He looked in his crystal ball and told me by email that eight key trends will redefine the workplace and your career in the coming year.

1. A competitive hiring landscape driven by economic growth. “As the economy strengthens, businesses will face heightened competition for top talent,” Cooper says. “This will push companies to re-imagine and expand their benefits offerings, emphasizing flexibility and inclusivity to attract and retain employees in a fiercely competitive market.”

2. Inclusive benefits for a diverse workforce. Cooper believes the era of exclusionary, one-size-fits-all benefits is fading. “Companies will prioritize simpler, more inclusive solutions tailored to the needs of diverse teams, ensuring employees at all levels feel supported and valued,” he claims.

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Axiom Cloud Closes Major Rollout for Top 10 Grocery Retailer and Insider Investment Round

SAN JOSE, Calif., Jan. 8, 2025 /PRNewswire/ -- Axiom Cloud, a leader in AI-powered refrigeration management solutions, has announced a new contract with a Top 10 U.S. grocery retailer, and the successful close of a new funding round led by existing investors Blue Bear Capital, Leadout Capital and Vela Partners. The funding will enable Axiom to scale operations to meet rapidly growing market demand for solutions that reduce operational costs, improve energy efficiency and advance sustainability goals.

"We're seeing a tidal wave of demand from retailers and cold storage operators who recognize that modernizing refrigeration management delivers immediate bottom-line impact and makes their lives easier in the first month," said Amrit Robbins, CEO and Co-Founder of Axiom Cloud. "This significant new grocery retail contract, coupled with a large number of active customer pilots, shows that the tide is turning - the market transition to software-only refrigeration management is accelerating fast."

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