Personal Capital Reviews & Pricing 2026

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.

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 Core Features

Focus of Wealth Management Feature

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

Personal Capital Pricing

Pricing Type

Free

Payment Frequency

Quote Based

Vendor pricing page

Personal Capital Reviews

4.0 1 Review

Brack Nelson, Marketing Manager at Incrementors Web Solutions

Posted on Jul 21, 2021

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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