Personal Capital
Personal Capital is a financial advisor online that helps users have a complete view of their finances. Users can monitor all their accounts in a single place, including investments. Having all the data and a 360 view of their finances along with the aid of an advisor helps them plan more efficiently.
Top Personal Capital Alternatives
- Simple
- StockCharts
- Unison
- LendingClub
- Riskalyze
- MoneyGuidePro
- VectorVest
- BlueMatrix
- BarraOne
- Square Capital
Top Personal Capital Alternatives and Overview
Simple
Simple is a budget and expense tracker application with banking features built into the application interface.
StockCharts
StockCharts.com is an online stock graphing application. A significant part...
LendingClub
LendingClub is a financial lending service that provides loans to its customers at an affordable interest rate.
Riskalyze
Riskalyze provides a system through which stockbrokers and agents can keep their client portfolios in check and provide valuable suggestions.
MoneyGuidePro
Money Guide Pro is a Financial Services software founded by Envestnet to help the users in assisting them with all the money and income-related problems.
VectorVest
It offers several options to the users for selecting the best investment opportunities according to...
BlueMatrix
It helps the banks and other finance-related establishments to publish their work...
BarraOne
They use a Barra Optimizer that performs easy integration and transparency for optimized portfolio management...
Square Capital
Users do not need to influence their credit report just for the loan application as...
Personal Capital Review and Overview
Personal Capital combines robotic-advisor algorithms and human, financial advisors to give users a plan that enables them to make most of their finances at all times. The products offer built-in investment intelligence, helps a user plan for retirement, and uncover any hidden expenses which they might’ve overlooked.
Monitor
Understanding their net worth can help a user make smarter decisions about how to manage their cash flow. Personal Capital helps users get an accurate view of their net worth, in budgeting, and monitor cash flow. Users can use these tools to organise their spending and savings on multiple bases. Along with that, monitoring cash flow can help users stick to their savings goals and spending plans.
Plan for the Future
Personal Capital helps users plan for their retirement with tools like retirement planner, which help track retirement savings. This tool allows users to retire by their target date and calculate monthly projected income. Fee analysing helps users see any hidden costs and how to impact retirement savings. Also, tools like education planner help users figure out how much to save for education costs.
Safe and Sound
Personal Capital’s highest priority is to keep a user’s finances safe and protected. With multiple layers of security, in every component of their system, they keep user's accounts and money secure and their information private. The website’s encryption is rated A+ given by Qualys SSL Labs, which is a more substantial rating than significant banks. They keep on top of security vulnerabilities and stay up-to-date with best practices.
Company Information
Company Name: Personal Capital