Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs Kerdora
What both publish
| Fact | Boldin | Kerdora |
|---|---|---|
| Account aggregation | Account linking uses Plaid, MX and Mastercard Finicity to keep balances updated. | Clients can link accounts at more than 12,000 institutions to keep balances, holdings, and transactions current for planning. |
| AI limitation | Boldin AI's answers are based on plan data and may misunderstand questions; the company says outputs are hypothetical and not a substitute for professional financial, tax, or legal advice. | Dora works inside the advisor workflow and is not a client-facing chatbot. |
| Headquarters | Mill Valley, California, United States | McKinney, Texas, United States |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | Kerdora says client data is encrypted in transit and at rest, and that its security, availability, and confidentiality controls have been independently audited under SOC 2 Type II. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Kerdora plans
- Additional account aggregation$3.50 a month
- Kerdora platform$199 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 Kerdora if…
You want what its maker publishes above — check its page for the details.