Home/Investment Portfolio Management Software/Personal CapitalUpdated on: March 25, 2023

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Personal Capital

Get going with seamless financial management and decision making

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What is Personal Capital and how does it work? Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.

FOLLOWERS 28,299 21,123 32,745 648

Personal Capital Technical details

Support	Online	Customer Type	Large Enterprises Medium Business Small Business
API	NA	Location / Phone Number	Redwood City, California
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Official Website	https://www.personalcapital.com/wealth-management
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	Investment Portfolio Management Software

Personal Capital Pricing

Pricing ModelQuotation Based

Investment Services

Custom

Features

$100K to $200K Investment Assets
Financial planning tools
Financial advisory team
Financial and retirement planning Investment review
Personal Strategy® and Smart Weighting™
Portfolio monitoring and rebalancing
Tax optimization
Exchange-traded funds (ETFs)

Wealth Management

Custom

Features

Over $200K to $1M Investment Assets
Financial planning tools
Two dedicated financial advisors
Access to specialists
Financial and retirement planning
Investment review
Financial decisions support (including insurance, home, finance, stock options, and compensation)
Personal Strategy® and Smart Weighting™
Portfolio monitoring and rebalancing
Tax optimization
Portfolio customization
Exchange-traded funds (ETFs)
Individual stocks

Private Client

Custom

Features

Over $1M Investment Assets
Financial planning tools
Two dedicated financial advisors
Access to specialists
Access to Investment Committee
Financial and retirement planning
Investment review
Financial decisions support (including insurance, home, finance, stock options, and compensation)
Wealth planning (estate, tax, and legacy) Private equity and hedge fund review Access to private banking services
Personal Strategy® and Smart Weighting™
Portfolio monitoring and rebalancing
Tax optimization
Portfolio customization
Estate, tax and legacy portfolio construction
Exchange-traded funds (ETFs)
Individual stocks
Individual bonds* and private equity investments**

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Disclaimer: The pricing details were last updated on 22/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Personal Capital pricing.

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Videos on Personal Capital

Welcome to Your Personal Capital Dashboard

Personal Capital FAQs

Q. What are the top alternatives for Personal Capital?

Here`s a list of the best alternatives for Personal Capital:

Q. Does Personal Capital provide API?

No, Personal Capital does not provide API.

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