Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs MyPlan
What both publish
| Fact | Boldin | MyPlan |
|---|---|---|
| Headquarters | Mill Valley, California, United States | South Africa |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | MyPlan is a financial-planning platform for individuals and advisors in the SADC region. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | MyPlan states that data is encrypted at rest and in transit and protected by row-level security and JWT-validated sessions. |
| Security controls | Boldin states that browser traffic uses 256-bit encryption, employee access to credentials is restricted, and data centers use biometric and video controls. | MyPlan states that data is encrypted in transit and at rest, protected by row-level security, and accessed through JWT-validated sessions. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
MyPlan plans
- Individual PlanFree
- Advisor PlanPriced 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 MyPlan if…
MyPlan suits individuals planning goals, retirement, and estate details, as well as advisors managing multiple client portfolios. It is relevant to users who prefer to enter financial data themselves and share read-only summaries with advisors.