Boldin vs FinCalc
Boldin
boldin.com
FinCalc
fincalc.co.ukSide by side
| Figure | Boldin | FinCalc |
|---|---|---|
| Price from | $12/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 5 | 0 |
| Spec score · Financial Planning Software | 9.3 (#2) | 7.6 (#18) |
| Headquarters | Mill Valley, California, United States | Colchester, Essex, UK |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | FinCalc is a cloud-based financial planning platform for UK financial advisers, firms and networks. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | FinCalc offers UK-based live chat during UK business hours, including co-browsing, and provides webinar training, guides and videos. |
Plans
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
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.