Boldin
8.0#1 in retirement planning softwareFrom $12 a monthFree planAndroidiOSWebAPI
VisitBoldin vs Libretto
What both publish
| Fact | Boldin | Libretto |
|---|---|---|
| Headquarters | Mill Valley, California, United States | Los Angeles, California, United States |
| Privacy | Boldin says it does not sell user data, require a Social Security number, real name, or account numbers, or store purchase card numbers. | Libretto says it does not sell user information and restricts access to employees and agents who help provide its services. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery. |
Boldin plans
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Libretto plans
- LibrettoPriced 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 Libretto if…
It suits RIAs, financial advisors, and family offices planning across investments and broader household resources. It is intended for professional advisors rather than individual clients.