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Personal Capital is an easy-to-use platform to keep track of your financial life. Is there anything better than Personal Capital? If you become a wealth management client, youвЂ™ll get access to additional exclusive financial tools. The fee has a sliding scale and decreases as you commit more money to the platform.

YouвЂ™ll need to commit at least $100,000 of your financial assets and their all-inclusive annual management fee is 0.89% for the first $1 million. In our view, itвЂ™s this marriage of technology with old-fashion advice that sets Personal Capital apart.Д«ut what if you need help with your investments and financial goals? Personal Capital also offers wealth management services. They can help you craft an individualized well-diversified investment portfolio aligned with your goals.

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In addition to free financial tools, Personal Capital provides access to registered financial advisors at a fraction of their typical cost. YouвЂ™ll get an easy-to-read overview of your financial life through the softwareвЂ™s Dashboard under the вЂњOverviewвЂќ menu item. For example, your linked investment accounts go into your asset side and your linked credit card bills go into your liabilities side. We found the process to be quite fast and easy.ДЄs you link your accounts, the platform immediately begins calculating your net worth. After you sign up, start by linking your bank, credit card, investment and retirement accounts. You get free access to Personal CapitalвЂ™s tools and Dashboard by opening an account. Research low-cost investment substitutes for your portfolio. Uncover hidden fees in your investment accounts. Review your holdings and goals and get a customized plan based on these. With this tool you can review your investments performance and the risk youвЂ™re taking in your portfolio. Get help planning how much you should be saving to cover future education costs and link an existing account to monitor your contributions. Run different retirement scenarios, anticipate large expenses and see their impact on your retirement plan. Set a retirement date and check if your savings are on track to meet your retirement goals. The financial planning aspect of Personal Capital includes the following tools: Easily review your past 30 days spending and income and track your progress towards your financial goals. Set spending targets and quickly see if youвЂ™re over or under your planned goal.

The savings planner feature helps you track how much youвЂ™re saving vs how much you should be setting aside to reach your savings goals. Easily calculate and track this key financial metric through your free personal Dashboard. Your net worth is the sum total of what you own net of what you owe. The money management component of the platform helps you to: The main areas where Personal Capital excels are money management and long-term financial planning. Personal Capital is an online financial planning and advisory platform that helps you understand, track and manage your net worth. Is there anything better than Personal Capital?.

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