Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs RetirementView
RetirementView
6.1#16 in retirement planning softwareFrom $899 a yearmacOSWindows
VisitWhat both publish
| Fact | Boldin | RetirementView |
|---|---|---|
| Headquarters | Mill Valley, California, United States | Marietta, Georgia, United States |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | RetirementView creates retirement savings and income projections to help users estimate whether their assets can meet retirement income goals. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
RetirementView plans
- Personal Edition$197, paid once
- Couples Edition$297, paid once
- Professional Edition$899 a year
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 RetirementView if…
RetirementView suits individuals or couples planning retirement, and professionals preparing retirement-income illustrations for clients or participants. It is available for macOS and Windows.