Personal Capital
By Personal Capital
Investment Portfolio Management Software
Onetime(Perpetual License)
About
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
Investment Services
USD0
- $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
Wealth Management
USD0
- 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
Private Client
USD0
- 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
User Reviews
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Frequently Asked Questions
How much does Personal Capital cost?
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Personal Capital offers 3 pricing plan(s):
- Investment Services — USD0.00
- Wealth Management — USD0.00
- Private Client — USD0.00
Does Personal Capital offer a free trial?
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Personal Capital does not currently offer a free trial.
What support does Personal Capital provide?
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Personal Capital provides Online (Ticket) support.
Is Personal Capital cloud-based or on-premise?
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Personal Capital is Cloud Hosted software.
What training resources does Personal Capital offer?
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Personal Capital provides Help Guides,Blogs,Video Guides for training.
