Boldin vs Pocket Risk
Boldin
boldin.comPocket Risk
pocketrisk.comSide by side
| Figure | Boldin | Pocket Risk |
|---|---|---|
| Price from | $12/mo | Free |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 5 | 6 |
| Spec score · Financial Planning Software | 9.3 (#2) | 8.2 (#14) |
| Compliance | Boldin states that it follows SOC 2 Type 1 and Type 2 controls, is TrustArc certified, GDPR compliant and aligned with CCPA. | Pocket Risk states that it is designed to comply with regulations in the United States, United Kingdom, Canada, Australia, New Zealand, and India. |
| Documentation | The help center contains collections for scenarios, assets, real estate, expenses, income, Social Security, debts, money flows and insights. | Solevant lists documentation, videos, live online training and demonstrations as training options. |
| Licence | The terms describe the software as proprietary and grant only a personal, non-transferable, non-exclusive licence while prohibiting copying, modification and reverse engineering. | The public pages reviewed do not state an open-source or proprietary software licence. |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | Pocket Risk is an online investment risk tolerance questionnaire for financial advisors to assess how much investment risk clients are willing to take. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | Pocket Risk says data in transit is encrypted at 256-bit and sent over HTTPS, and that it uses AWS infrastructure with daily backups. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | The maker says standard email support runs 8 a.m. to 5 p.m. Eastern on weekdays, with urgent calls sometimes handled outside those hours. |
| What it does | Boldin is a financial-planning platform for building and testing personalized retirement and household financial plans. | Pocket Risk is an online investment risk-tolerance questionnaire for financial advisers. |
Plans
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Pocket Risk
- BUSINESSFree
- BUSINESSFree
- PROFESSIONALFree
- PROFESSIONALFree
- SOLOFree
- SOLOFree
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.
Pocket Risk
Pocket Risk is an online investment risk questionnaire for financial advisors assessing how much investment risk clients are willing to take. Its 15 questions cover financial goals, financial situation, risk tolerance and risk capacity. Clients can answer online or on paper; the homepage says online completion takes five minutes. Advisors receive online and PDF reports, with personalized risk profiles presented through visuals and graphs. Scores can be connected to model portfolios, and the maker's model portfolio page says up to 11 portfolios can be added. Advisors can customize branding, add questions and disclosures, and embed the questionnaire on their own website. Pocket Risk says it integrates with Redtail CRM, with more integrations coming soon. It runs on the web, iOS and Android, and lists goal planning, investment planning and a client portal. The maker describes encryption in transit at 256-bit over HTTPS, AWS infrastructure and daily backups, and says it does not sell or distribute client data. A 14-day free trial is available. Plan listings show free while also describing annual billing, so confirm plan terms before relying on those figures.