Boldin vs FE CashCalc
Boldin
boldin.com
FE CashCalc
fefundinfo.comSide by side
| Figure | Boldin | FE CashCalc |
|---|---|---|
| Price from | $12/mo | £80/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Financial Planning Software | 9.3 (#2) | 9.3 (#3) |
| Headquarters | Mill Valley, California, United States | London, United Kingdom |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | A maker-published case study says FE CashCalc information is encrypted with AES-256 and third-party integrations use OAuth2 and encrypted TLS connections. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. |
| System requirements | Crunchbase describes Boldin as a desktop-based, mobile-friendly tool without a dedicated mobile app. | The Apple listing requires iOS 13 or later, iPadOS 13 or later, and macOS 11 or later on an Apple M1-or-newer Mac. |
| What it does | Boldin is a financial-planning platform for building and testing personalized retirement and household financial plans. | FE CashCalc is an online financial-planning suite for advisers and paraplanners centered on lifetime cashflow modelling. |
Plans
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
In their own words
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.
FE CashCalc
FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. Its modelling includes deterministic, stochastic and gross cashflow approaches, market simulations and stress testing. Advisers can map goals and life events on a visual timeline, then produce client-friendly reports comparing current and proposed plans. More than 35 calculators cover topics including pensions, mortgages, equity release, school fees and inheritance tax. Mortgage and protection planning is built in, with 10 calculators and stress tests at no extra cost. The service is available on web, iOS and Android, and advisers and clients can use the app to access an account or Portal. An optional Nexus Assistant records client conversations and completes fact-finds with an audit trail. The individual adviser licence is listed at £80 a month, billed at £80/month + VAT, and includes one free paraplanner licence. Larger firms can request bespoke group pricing.