Side by side
Boldin vs Elements
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free plan AndroidAPIiPhone+1
Boldin offers household planning tools, scenario analysis, and several support options. Account-linking gaps and the trial's coaching limits are worth considering before relying on it for a plan.
Visit Boldin
Free plan AndroidiPhoneWeb
Elements combines client financial summaries, tracking, and advisor communication workflows. Its free plan has a five-client limit, while paid plans are month-to-month.
Visit ElementsThe facts
| Boldin | Elements | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Web | Android, iPhone, Web |
| Lowest paid plan | PlannerPlus: $168 a year | Core: $149 a month |
| Plans published | 3 | 3 |
| Maker | Not published | Not published |
| Website | boldin.com | getelements.com |
| On financial planning software | #1 of 34 | #2 of 34 |
Boldin: what it does well
- Planner covers taxes, Social Security, benefits, and real estate.
- Monte Carlo analysis can stress-test plans.
- Free Basic includes 100+ inputs and 10+ charts.
- PlannerPlus includes account linking and tax projections.
- Support includes classes, coaching, chat, and CFP® access.
What to know first
- Linked account modeling omits cost basis and allocations.
- Transactions must be entered manually for an accurate plan.
- Trial support excludes coaching and step-by-step setup help.
- Boldin AI may misunderstand questions and is not professional advice.
Elements: what it does well
- Financial Vitals summarize a client’s story in 11 metrics
- Scorecard supports client comparison and filtering
- One-Page Plans and automated progress reports are available
- Plans are month-to-month with no annual contract
What to know first
- Starting plan is limited to five clients
- Core costs $149/mo and Pro costs $299/mo
- AI Connections beta is limited to eligible firms with AI enabled
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