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Get To Know Your Money.

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.
EMPOWER
2020
United States
  • Banking
  • Financial-services
  • Investment-management
  • Retail
4 Industries
  • English
1 Language
Industries
  • Banking
  • Financial-services
  • Investment-management
  • Retail
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Phone
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video
  • Blog
  • Infographics
  • Case Studies
  • Whitepapers
  • On-Site Training

Media

Personal Capital video
Personal Capital

Personal Capital Core Features

Focus of Wealth Management Feature
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
Focus of Financial Planning Feature
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Investment Management
  • Risk Management
Focus of Stock Portfolio Management Feature
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Watchlists

Personal Capital Pricing

Pricing Type
  • Free
Payment Frequency
  • Quote Based
Vendor pricing page

Personal Capital Reviews

4.01 Review
Write a Review
Brack Nelson

Easy to Use and Highly recommended wealth management tool.

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.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
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