Personal Capital Finance

All-in-One Finance Management with Personal Capital

Personal Capital offers an award-winning finance app that consolidates all your accounts, providing a holistic view of your income, spending, and investment performance. This comprehensive financial overview empowers you to make informed decisions, save efficiently, and invest wisely. Available on mobile, tablet, and Android wearable devices, Personal Capital stands out as the ultimate wealth management and investing tool.

Accolades:

• CNBC Disruptor 50 List
• CNN's Best 5 Free Apps to Invest Smarter
• Time Magazine's 50 Best Websites
• Forbes' Best Online Tool to Track Your Investments
• Google Play Staff Pick

Key Features:

1. 360° Financial View: Link all your investment accounts for a complete snapshot of your finances, including checking, savings, credit card spending, and investment performance.

2. Money Management: Control your spending with interactive cash flow tools, budget effectively, and track income and expenses by category.

3. Investment Tracking: Monitor your investments by account, asset class, or individual security. Compare your portfolio against market benchmarks using the Personal Capital “You Index” for strategic decision-making.

4. Asset Allocation Review: Receive investment intelligence to optimize asset allocation and identify diversification opportunities.

5. Portfolio Checkup: Conduct a quick portfolio assessment to potentially reduce mutual fund fees and enhance returns.

6. Financial Goal Assistance: Benefit from personalized investing advice from Registered Investment Advisors tailored to your financial objectives.

7. Bank-Level Security: Enjoy peace of mind with a two-step authentication process ensuring the safety of your data and finances.

Benefits:

• Simple Account Linking: Seamlessly integrate with over 10,000 financial institutions for effortless account management.

• Expert Guidance: Leverage the expertise of finance and tech professionals to manage both short- and long-term finances effectively.

• Customized Portfolios: Receive unbiased investing advice and personalized portfolio recommendations based on your unique financial situation and goals.

Why Choose This App:

• Comprehensive Solution: Personal Capital combines advanced technology with expert financial guidance for a holistic wealth management experience.

• Free and Objective: Track and manage your finances at no cost, while accessing unbiased investment advice.

Android Wear Compatibility:

Stay informed on-the-go with timely updates on your finances through Android Wear. Receive daily notifications on market performance and portfolio comparisons against major indices for quick insights.

Get Started Today:

Download the Personal Capital app in minutes and discover a superior way to manage your money, invest smarter, and secure your financial future. Link your accounts effortlessly and experience the synergy of personalized advice and cutting-edge technology.

Enhance your financial well-being with Personal Capital – your gateway to comprehensive wealth management.