Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs EVPro
What both publish
| Fact | Boldin | EVPro |
|---|---|---|
| Headquarters | Mill Valley, California, United States | Newbury, Berkshire, United Kingdom |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
EVPro plans
- EVProPriced on request
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 EVPro if…
You want what its maker publishes above — check its page for the details.