Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs Income Lab
Income Lab
6.3#13 in retirement planning softwareFrom $80 a monthWeb
VisitWhat both publish
| Fact | Boldin | Income Lab |
|---|---|---|
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | Income Lab provides retirement income planning software for financial advisors. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Income Lab plans
- Support Staff Seat$80 a month
- Core$199 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 Income Lab if…
It suits financial advisors who need retirement income projections, tax and Social Security modeling, and scenario planning through a web platform. It is designed for organizations willing to use paid plans.