Boldin vs Xplan

Boldin

8.6 #6 in Financial Planning Software

About Boldin

Xplan

9.1 #1 in Financial Advisor Software

About Xplan
BoldinXplan
Free planYesNo
Free trialYesNo
Paid from$12/mo—
Open sourceNoNo
PlatformsAndroid, iOS, WebAndroid, api, iOS, Web
Free planYes—
Scenario analysisYesYes
Cash-flow modeling—Yes
Goal planning—Yes
Tax planning—Yes
Insurance planning—Yes
Investment planning—Yes
Client portal—Yes

Both are listed in Best Financial Planning Software. On Samsung Mobile US Press, Xplan scores higher on our published basis.