Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs Income Solver
Income Solver
5.5#26 in retirement planning softwareWeb
VisitWhat both publish
| Fact | Boldin | Income Solver |
|---|---|---|
| Headquarters | Mill Valley, California, United States | Overland Park, Kansas |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | Income Solver creates retirement income plans that coordinate investments, Social Security, and withdrawals. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | T. Rowe Price says its network uses firewall and intrusion-prevention systems and its web applications use SSL/TLS encryption; its site may also offer multifactor authentication. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Income Solver plans
- Custom TeamPriced 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 Income Solver if…
It is designed for financial professionals building retirement plans and comparing income, tax, investment, and Social Security scenarios. Team and organization licensing is available by inquiry.