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Personal Capital is a personal wealth management platform that enables clients to seek assistance from expert advisors. It offers a portfolio tracker, cash flow graphs, access to professionally monitored ETF portfolios, and reviews on request. Additionally, Personal Capital has a strict privacy policy, a simple user interface, and easy device adaptability. As a result, it has become a favourite among 2.8 million people worldwide.
Pricing of Personal Capital
- $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)
- $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
- 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
- Over $200K to $1M Investment Assets
- Financial planning tools
- Two dedi
- 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
- Port
Key Specification
| Other Categories: | Investment Portfolio Management Software |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses Personal Capital
SMEs
Enterprises
Company Details
| Company Name: | Personal Capital |
|---|---|
| Headquarter: | Redwood city, California United States |
| Social Media: |
Most Popular Software
Alternative
Personal Capital Video
User Reviews
Frequently Asked Questions (FAQs)
The user group of Personal Capital are as follows :
- Enterprises
- SMEs
- SMEs
Personal Capital has 3 plans,
- Investment Services USD 0.00
- Wealth Management USD 0.00
- Private Client USD 0.00
Personal Capital is not allowing Free Trial.
Personal Capital pricing model : Onetime(Perpetual License)
Personal Capital is Online Software.
No
Personal Capital offers Online (Ticket) support.
Personal Capital provides Help Guides,Blogs,Video Guides for the software training.
