Instead of Boldin
Boldin alternatives
Boldin is built for people who want to connect household finances with longer-term goals and priorities. Its Planner brings income, expenses, Social Security, benefits, taxes, real estate, and other financial details into one plan, with projections and what-if scenarios that can be stress-tested using Monte Carlo analysis. A free plan includes 100+ inputs and two interactive explorers; PlannerPlus costs $144 /yr after a 14-day trial and adds account linking, tax projections, and multiple scenarios. Boldin works on Android, iOS, and the web.
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myprosperity
Free plan AndroidAPIiPhone+1Accountants and advisers collaborating with clients — myprosperity adds client collaboration, digital forms, document signing, live financial data, and household tools rather than centering on personal projections.
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Betterment
Paid AndroidiPhoneWebInvesting, cash management, and retirement planning — Betterment adds guided investing, cash products, self-directed stock and ETF trading, and automated tax features.
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Elements
Free plan AndroidiPhoneWebAdvisers tracking and communicating client financial health — Elements focuses on adviser workflows, client financial-vital metrics, one-page plans, and progress reports instead of household planning scenarios.
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FE CashCalc
Free trial AndroidAPIiPhone+2Advisers building lifetime cashflow plans — FE CashCalc adds adviser-focused cashflow modelling, 35+ calculators, mortgage and protection planning, and client reports.
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Pocket Risk
Free trial AndroidiPhoneWebAdvisers assessing clients' investment risk tolerance — Pocket Risk is a focused risk questionnaire with personalized reports and model portfolio links, not a broad financial planning platform.
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ProjectionLab
Free plan AndroidAPIExtension+2Personal financial and retirement scenario modelling — ProjectionLab adds historical backtesting, international tax presets, and premium tax tools, but does not directly link financial accounts.
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AstuteWheel
Paid WebAustralian advice practices managing client workflows — AstuteWheel combines client engagement, advice scoping, practice management, and visual cashflow modelling, but does not produce SOA or ROA documents.
5.7 Visit site - 8
MyOwnFP
Free plan Web - 9
MyPlan
Free plan Web - 10
Scenarios
Free plan Web - 11
eMoney Advisor
Free trial AndroidAPIiPhone+1 - 12
EVPro
Free trial AndroidiPhoneMac+2 - 13
Conquest
Free trial APIWeb - 14
MaxiFi
Free trial AndroidiPhoneLinux+3 - 15
MoneyGuide
Free trial APIiPhoneMac+2 - 16
Dynamic Planner
Paid AndroidAPIiPhone+1 - 17
Planswell
Free plan AndroidiPhoneWeb - 18
FinCalc
Free trial APIWeb - 19
PlanTechHub
Free plan Web - 20
RightCapital
Free trial AndroidiPhoneWeb - 21
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Finjaro
Paid Web5.4 Visit site - 23
Timeline
Free trial Web - 24
Voyant
Free trial Web
The alternatives below serve different needs, from adviser-client collaboration and investment management to risk questionnaires and professional planning workflows. Boldin's linked-account modeling does not capture cost basis, allocations, or transactions, so users enter those details themselves; its account synchronization is read-only. When choosing, consider whether you need a personal household plan or tools for clients, which planning tasks you need covered, and whether direct account connections matter. Also compare the price and platform fit, since some options focus on a narrower job than Boldin's financial planning scope.