Personal Capital Pricing: Cost and Pricing plans

Personal Capital Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Insights for Investment Portfolio Management Software

The Average Cost of a basic Investment Portfolio Management Software plan is $14 per month.
27% of Investment Portfolio Management Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 37% offer a Freemium Model Allows users to access basic features at no cost..

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)

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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

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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.

Personal Capital FAQs

How much does Personal Capital cost?

Personal Capital provides a custom pricing for their software.

Learn more about Personal Capital pricing.

Does Personal Capital offer a free plan?

No, Personal Capital does not offer a free plan.

Learn more about Personal Capital pricing.

Compare Personal Capital Pricing Against Competitors

Product Name	Starting Price ($)	Billed	Unit	Free Trial	Learn More
Personal Capital	-	-	-		Personal Capital Pricing
Portfoliopilot	-	-	-	-	Portfoliopilot Pricing
Monarch Money	7.5	per month	-	+	Monarch Money Pricing
MProfit	-	-	-	-	MProfit Pricing
Pro Stock Tracker	7	per month	-	+	Pro Stock Tracker Pricing
monse	7.5	per month	-	-	monse Pricing
INDATA Investment Management Software	-	-	-	-	INDATA Investment Management Software Pricing
Kubera	12	per month	-	-	Kubera Pricing
Metabeta	-	-	-	-	Metabeta Pricing
FinWise	5.8	per month	-	+	FinWise Pricing

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Personal Capital Pricing

Pricing Insights for Investment Portfolio Management Software

Personal Capital FAQs

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Personal Capital Alternatives

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