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Personal Capital

4.0 (1 Review)|Write a Review|Unclaimed profile
United States HQFounded 2020

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Best for

SmallMediumLargeFreelancer

Overview

About Personal Capital

Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns.

At a glance

Software information

Industries served, licensing and the support Personal Capital provides.

Industries

  • Banking
  • Financial-services
  • Investment-management
  • Retail

Licensing

  • Proprietary
  • Quote Based

Support

  • Phone
  • 24x7 Support

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Infographics
  • Case Studies
  • Whitepapers

Knowledge Base

  • Help Guides
  • Video
  • Blog
  • Infographics
  • Case Studies
  • Whitepapers
Languages (1)
English

Review analytics

What customers report

4.0
Based on 1 verified review

What users say

Review Analytics of Personal Capital

Every review is verified through Goodfirms before it's published.

4.01 Verified Review
Detailed Reviews of Personal Capital
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Brack Nelson, Marketing Manager at Incrementors Web SolutionsVerified Review
Posted on Jul 21, 2021

“Easy to Use and Highly recommended wealth management tool.”

Overall rating4.0

Personal Capital is an independent wealth management tool that has efficiently take command of our company - Incrementors financial period. At one safe and comfortable place, you can see all your business and investment accounts with the help of the dashboard. This easy-to-use software can trace all the features of your finances. You can get a 360-degree view of your money and can effortlessly control your budget.

Capabilities

Personal Capital features

The full feature set, grouped by module.

Wealth Management Software

  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management

Financial Planning Software

  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Investment Management
  • Risk Management

Stock Portfolio Management Software

  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Watchlists

Plans

Personal Capital pricing

Free Version
No
Payment Frequency
Quote Based
Vendor pricing page

Media

Screenshots & video

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