Personal finance software mac1/8/2023 Let’s take a look at each individually, to see which service is best for you. While they’re related services, they provide very distinct functions. But even if you don’t upgrade, the free version offers so many investment tools it’s worth having for those alone.Īs noted at the beginning, Personal Capital offers two versions, the Personal Capital free Financial Dashboard, and Personal Capital Wealth Management. Most users start out with the free version, then upgrade to the wealth management service if they want direct investment management of their investment portfolios. The company was founded in 2009, and is headquartered in San Carlos, California. But the wealth management service takes in more than 25,000 clients, who have more than $14 billion in assets under management. Personal Capital is used by nearly two million people, who primarily use the free version. The wealth management version is a full investment management service, working somewhat like a robo advisor, but providing a generous amount of live support from financial advisors. ![]() ![]() The free version is primarily a budgeting tool, but it provides abundant tools for investing. It comes in two versions, the Free Financial Dashboard and the Wealth Management service. Personal Capital has risen to become one of the most popular financial management platforms available.
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