Boldin
8.0#1 in retirement planning softwareFrom $12 a monthFree planAndroidiOSWebAPI
VisitBoldin vs Timeline
What both publish
| Fact | Boldin | Timeline |
|---|---|---|
| AI assistant | Boldin AI answers questions using the user’s plan data and can run projections through Boldin’s financial engine. | Pennee is Timeline's AI assistant for financial planners. |
| Headquarters | Mill Valley, California, United States | 70 Gracechurch Street, London, EC3V 0HR, United Kingdom |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS. |
Boldin plans
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Timeline plans
- Timeline Portfolios£0.09 a year
- Timeline Platform£0.15 a year
- Timeline Planning£135 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 Timeline if…
You want what its maker publishes above — check its page for the details.