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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.
Screenshot & Video
LICENSING & DEPLOYMENT
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
SUPPORT
- Phone
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Infographics
- Case Studies
- Whitepapers
- On-Site Training
Personal Capital Core Features
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Loyalty Program
- Performance Measurement
- Portfolio Management
Personal Capital Pricing
Pricing Type
-
Free
Payment Frequency
-
Quote Based
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Free
Personal Capital Reviews
Brack Nelson, Marketing Manager at Incrementors Web Solutions
Posted on Jul 21, 2021
Easy to Use and Highly recommended wealth management tool.
Review Summary
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.
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