
Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
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| Fact | Boldin | Scenarios |
|---|---|---|
| Headquarters | Mill Valley, California, United States | Nottingham, United Kingdom |
| Purpose | Boldin 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. |
| Security | Boldin 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 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.
It suits individuals comparing retirement assumptions and long-term financial trade-offs. Duo is intended for two people planning with a combined household view.