Boldin vs IncomePro
Boldin
boldin.com
IncomePro
incomepro.orgSide by side
| Figure | Boldin | IncomePro |
|---|---|---|
| Price from | $12/mo | $99/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 3 |
| Spec score · Retirement Planning Software | 9.4 (#1) | 7.9 (#10) |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | The privacy policy says data in transit uses 256-bit TLS encryption, data at rest uses AES-256, and advisor records are isolated with database-level row-level security. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | The Starter plan includes email support, Professional includes priority support, and Enterprise includes dedicated support. |
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.