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Boldin vs Scenarios

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Boldin

8.0#1 in retirement planning softwareFrom $168 a year
Free planAndroidiOSWebAPI
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Scenarios

6.6#8 in retirement planning softwareFrom £72 a year
Free planWeb
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What both publish

FactBoldinScenarios
HeadquartersMill Valley, California, United StatesNottingham, United Kingdom
PurposeBoldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities.Scenarios is a financial modelling tool for individuals to explore retirement projections, stress-test assumptions, and understand long-term financial trade-offs.
SecurityBoldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials.The maker says data is encrypted in transit and at rest, hosted in the EU, and not transferred outside the UK/EEA; optional two-factor authentication is available.

Boldin plans

  • BasicFree
  • PlannerPlus$168 a year
  • Boldin Advisors$3,200, paid once

Scenarios plans

  • FreeFree
  • Solo£72 a year
  • Duo£120 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 Scenarios if…

It suits individuals comparing retirement assumptions and long-term financial trade-offs. Duo is intended for two people planning with a combined household view.

Charts they share