Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs myprosperity
myprosperity
7.9#5 in financial planning softwareFree planFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Boldin | myprosperity |
|---|---|---|
| Headquarters | Mill Valley, California, United States | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
myprosperity plans
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 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 myprosperity if…
It suits accounting and financial advice firms that want a shared client portal with financial tools, forms, and signing. Clients can use it to organize financial information and track budgets and goals.