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.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Free Trial
Not available
Pricing Options
Premium Plans ( Quotation Based )
Pricing Plans
Investment Services Custom
Features
Wealth Management Custom
Features
Private Client Custom
Features
Screenshots of Vendor Pricing Page
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.
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Welcome to Your P...
What is the 4% Rule?
What are the top alternatives for Personal Capital?
Does Personal Capital provide API?
No, Personal Capital does not provide API.
Vendor Details
Redwood City, CaliforniaContact Details
Not available
https://www.personalcapital.com/wealth-management
Social Media Handles
This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.