Great
Based on 719 reviews
Personal Capital4.4Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Folks Told, with an average rating of 4.4 out of 5.
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AT
Personal Capital beats any paid money management software. After using Personal Capital for a year, I have been very big fan of it. Not only it is free but it is lot better than other paid financial tools as the user interface is very friendly and they keep improving on it in an agile way.
Rob
Great So far!
Ian
Great app to maintain an overview of your entire financial situation! Only reccomendations would be to further expand the account that can be linked!
Matt
Great App. Lots of great detail.
Tammy
I love being able to track my money all in one accout and see my net worth growth. This is a great tool for money management without having to log into several different accounts. It's such a great tool!!!
Bryan
Once all of my accounts were linked, the system worked great. It is perfect for budgeting and simply having a complete overview of the majority if not all of your finances.
Max
Personal capital gives you great financial optics. Exactly what I was looking for.
Michael
An excellent app for keeping track of all of your personal finances. I love seeing and tracking all of my investment accounts alongside my banking accounts. I love the cash flow view that shows me exactly how much money I take in and spend each month. I can finally easily and quickly quantify my investment income. The budgeting view lets me use Personal Capital like a regular personal budgeting app, and I love the ability to easily set and see a monthly target budget. The only downside is that the interface is a little unintuitive at first, because there are so many functions.
