Boldin vs Timeline
Boldin
boldin.comTimeline
timeline.coSide by side
| Figure | Boldin | Timeline |
|---|---|---|
| Price from | $12/mo | £0.01/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 · Financial Planning Software | 9.3 (#2) | 7.4 (#24) |
| AI assistant | Boldin AI answers questions using the user’s plan data and can run projections through Boldin’s financial engine. | Pennee is Timeline's AI assistant for financial planners. |
| Headquarters | Mill Valley, California, United States | 70 Gracechurch Street, London, EC3V 0HR, United Kingdom |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | Platform advisers receive direct access to an experienced platform specialist and a single relationship team. |
Plans
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Timeline
- Timeline Portfolios£0.09 a year
- Timeline Platform£0.15 a year
- Timeline Planning£135 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.