Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs NaviPlan
What both publish
| Fact | Boldin | NaviPlan |
|---|---|---|
| Account aggregation | Account linking uses Plaid, MX and Mastercard Finicity to keep balances updated. | Clients can import accounts and loans from thousands of institutions through account aggregation. |
| Headquarters | Mill Valley, California, United States | InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019. |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning. |
| Scenarios | Users can try what-if scenarios and see projections and plan stress tests using Monte Carlo analysis. | NaviPlan supports unlimited scenarios, including business planning, stock options, insurance recommendations, tax analysis, estate planning, cash flow analysis, and retirement income strategies. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | InvestCloud says NaviPlan complies with ISO/IEC 27001 for information security management systems. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
NaviPlan plans
No prices published.
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 NaviPlan if…
It suits financial professionals and firms building plans with clients across multiple planning areas. Web access fits teams seeking browser-based planning and client participation.