
Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
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| Fact | Boldin | FE CashCalc |
|---|---|---|
| Headquarters | Mill Valley, California, United States | London, United Kingdom |
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.
FE CashCalc is designed for financial advisers and paraplanners preparing lifetime cashflow plans and client reports. Larger firms can ask about group licences, and clients can use the app to access a Portal.