Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs IncomePro
What both publish
| Fact | Boldin | IncomePro |
|---|---|---|
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | The privacy policy says data in transit uses 256-bit TLS encryption, data at rest uses AES-256, and advisor records are isolated with database-level row-level security. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
IncomePro plans
- Starter$99 a month
- Professional$199 a month
- EnterprisePriced 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 IncomePro if…
IncomePro is purpose-built for retirement income advisors, including independent advisors and RIAs. It suits advisors needing projections, tax analysis, scenario testing, and client reports.