Boldin vs RetirementView
Boldin
boldin.comRetirementView
torrid-tech.comSide by side
| Figure | Boldin | RetirementView |
|---|---|---|
| Price from | $12/mo | $74.92/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | — |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 3 |
| Spec score · Retirement Planning Software | 9.4 (#1) | 7.6 (#16) |
| Headquarters | Mill Valley, California, United States | Marietta, Georgia, United States |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | RetirementView creates retirement savings and income projections to help users estimate whether their assets can meet retirement income goals. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | Consumer licenses include technical support by email or phone, while Professional Edition licenses include priority technical support by email or phone. |
Plans
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
RetirementView
- Personal Edition$197, paid once
- Couples Edition$297, paid once
- Professional Edition$899 a year
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.
RetirementView
RetirementView has no write-up on Specifiction yet; its figures are above.