Boldin
8.0#1 in retirement planning softwareFrom $12 a monthFree planAndroidiOSWebAPI
VisitBoldin vs FinCalc
What both publish
| Fact | Boldin | FinCalc |
|---|---|---|
| Headquarters | Mill Valley, California, United States | Colchester, Essex, UK |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | FinCalc describes itself as financial planning software built for UK advisers. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification. |
Boldin plans
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
FinCalc plans
No prices published.
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 FinCalc if…
It is aimed at UK financial advisers, planning firms, and larger networks. Teams needing modelling, client engagement, reporting, integrations, or API access may suit it.