Personal Capital
Get To Know Your Money.
Available
Free
Category
- Financial Planning Software
- Wealth Management Software
Features
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Investment Management
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac