Boldin vs Elements

Boldin plans

• BasicFree
• PlannerPlus$168 a year
• Boldin Advisors$3,200, paid once

Elements plans

• StartingFree
• Core$149 a month
• Pro$299 a month

Pick Boldin if…

Boldin suits individuals who want to plan household finances across income, taxes, benefits and other listed areas. It may also suit users who want to explore scenarios, provided they account for linked-account modeling limits.

Pick Elements if…

Elements suits advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice. It may be useful for advisors who want client tracking, reporting, and progress summaries in one platform.