Boldin vs myprosperity
Boldin
boldin.com
myprosperity
myprosperity.com.auSide by side
| Figure | Boldin | myprosperity |
|---|---|---|
| Price from | $12/mo | A$14.95/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 6 |
| Spec score · Financial Planning Software | 9.3 (#2) | 8.8 (#6) |
| Headquarters | Mill Valley, California, United States | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | The company says it uses 256-bit encryption and describes the service as read-only, with no ability to move money into or out of linked accounts. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | The company offers support for rollout and technical issues through its Support team. |
| What it does | Boldin is a financial-planning platform for building and testing personalized retirement and household financial plans. | myprosperity is a cloud client portal that lets households and financial professionals share information, communicate and manage financial data in one place. |
Plans
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
myprosperity
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
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.
myprosperity
myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives. Firms can use provided templates or turn paper forms into branded digital forms, and every plan includes DocuSign signing. Rooms brings chat, document uploads, signing and collaboration among clients, staff and outside professionals together. Live data feeds can bring current information from banks, property, car, planning and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. The portal is available on web, Android and iOS. The company describes the service as read-only, with no ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified and supports multi-factor authentication. Starter is free, and Pro costs A$14.95 a month per user, excluding GST. Firm plans begin with Connect at A$279 a month, plus GST, on a 12-month commitment. Mobile First has a 24-month commitment.