AstuteWheel vs Boldin
AstuteWheel
astutewheel.com.au
Boldin
boldin.comSide by side
| Figure | AstuteWheel | Boldin |
|---|---|---|
| Price from | A$25/mo | $12/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 9 | 5 |
| Spec score · Financial Planning Software | 8.5 (#12) | 9.3 (#2) |
| Headquarters | St Leonards, New South Wales, Australia | Mill Valley, California, United States |
| Privacy | The privacy policy says personal information is not disclosed to overseas recipients unless the person consents or disclosure is required by law. | Boldin says it does not sell user data, require a Social Security number, real name, or account numbers, or store purchase card numbers. |
| Purpose | AstuteWheel provides financial planning software for client engagement, advice delivery, practice management and business improvement. | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. |
| Security | The privacy policy says digital records are protected with password protection, firewalls, network security, and restricted and monitored access, while warning that internet transmissions and server data cannot be guaranteed fully secure. | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. |
| Support | The site invites prospective customers to contact the company or book a live demonstration webinar and lists the phone number 0455 02 77 22. | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. |
Plans
AstuteWheel
- ENGAGE — AdminFree
- ADVISE — AdminA$25 a month
- ADVISE — ParaplannerA$25 a month
- MANAGE — AdminA$50 a month
- MANAGE — ParaplannerA$50 a month
- IMPROVE — PracticeA$100 a month
- ENGAGE — AdviserA$300 a month
- ADVISE — AdviserA$400 a month
- MANAGE — AdviserA$500 a month
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
In their own words
AstuteWheel
AstuteWheel is web-based financial planning software for client engagement, advice delivery, practice management and business improvement. Its client portal collects personal and financial information, supports messaging and shares documents. Firms get more than 10 online questionnaires and can create their own surveys. Planning tools cover goals, values and advice scoping, while ADVISE includes more than 20 visual modelling calculators and comparisons of cash-flow scenarios. MANAGE provides CRM dashboards, client management and compliance management; its workflows and tasks are in beta. IMPROVE covers workflow design, business and marketing plans, client segmentation, risk management, diagnostics and succession planning. The software does not produce SOA or ROA documents, although calculator visuals can be copied into users’ templates. Xplan/Iress integration is in beta for some IFA users and is rolling out to dealer groups. Plans are billed monthly per user or practice, from 0.00 AUD plus GST to 500.00 AUD plus GST, with subscription requirements on some plans.
Boldin
Boldin is a financial planning platform for shaping a household plan around resources, goals, values, and priorities. Its Planner covers income and spending alongside Social Security, benefits, taxes, real estate, and other parts of household finances. Users can model alternatives, review projections, and stress-test plans with Monte Carlo analysis. Connected accounts use Plaid, MX, and Mastercard (Finicity) to update balances, but cost basis, allocations, and transactions need to be entered manually for an accurate plan. The free Basic plan includes 100+ inputs, two interactive explorers, 10+ charts, and up to five AI questions daily. PlannerPlus costs $144/yr after a 14-day trial and adds account linking, tax projections, multiple scenarios, and other tools. Boldin Advisors is listed at $3,200 flat fee. The service is available on Android, iOS, and web. Support options include classes, coaching, chat, a community, financial education, and CFP® professionals; trial users receive technical help but not coaching or step-by-step setup assistance.