Side by side
Boldin vs myprosperity
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 AndroidAPIiPhone+1
myprosperity brings client collaboration, document workflows, and financial tools into one portal. Firms should weigh plan commitments and included user and storage limits against their needs.
Visit myprosperityThe facts
| Boldin | myprosperity | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | No | No |
| Runs on | Android, API, iPhone, Web | Android, API, iPhone, Web |
| Lowest paid plan | PlannerPlus: $168 a year | See the plans |
| Plans published | 3 | 6 |
| Maker | Not published | Not published |
| Website | boldin.com | myprosperity.com.au |
| On financial planning software | #1 of 34 | #3 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.
myprosperity: what it does well
- DocuSign signing is included on all plans.
- Rooms combines chat, documents, signing, and collaboration.
- Client tools include budgeting and goal tracking.
- Read-only design cannot move money between linked accounts.
- Supports multi-factor authentication.
What to know first
- Pro costs A$14.95 a month per user, excluding GST.
- Connect costs A$279 a month plus GST.
- Partner plans require commitments of 12 or 24 months.
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