Boldin vs MyPlan
Boldin
boldin.com
MyPlan
myplanapp.appSide by side
| Figure | Boldin | MyPlan |
|---|---|---|
| Price from | $12/mo | Free |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 2 |
| Spec score · Financial Planning Software | 9.3 (#2) | 8.1 (#16) |
| Headquarters | Mill Valley, California, United States | South Africa |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | MyPlan is a financial-planning platform for individuals and advisors in the SADC region. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | MyPlan states that data is encrypted at rest and in transit and protected by row-level security and JWT-validated sessions. |
| Security controls | Boldin states that browser traffic uses 256-bit encryption, employee access to credentials is restricted, and data centers use biometric and video controls. | MyPlan states that data is encrypted in transit and at rest, protected by row-level security, and accessed through JWT-validated sessions. |
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.