![]() Personal Capital is a hybrid wealth management platform that’s among the best-regarded human-assisted robo-advisors in the business.īut Personal Capital also has a host of free budgeting and financial literacy tools designed to draw new clients into the fold and keep them engaged until they meet the platform’s $100,000 investable assets minimum. ![]() Features and Capabilities: Account dashboard (synced accounts and household financial analysis) retirement and education planners (custom retirement and education financing scenarios) investment checkup (comparing asset allocation and performance against age- and tolerance-appropriate benchmarks) fee analyzer (insight into hidden fund fees and expenses).Plans: All budgeting and financial management tools are free.Comprehensive products with paid plans that include nonbudgeting features, such as tax forecasting.Free or “freemium” (paid and free versions available) solutions that sync with external bank accounts (and other financial accounts) and automatically categorize spending.Free budgeting apps that allow you to import and manually categorize transactions to support customized spending plans.Banking or wealth management solutions with built-in budgeting components. ![]() The best budget apps take several different forms: For $79 (or just $1.52 per week), join more than 1 million members and don't miss their upcoming stock picks. Motley Fool Stock Advisor recommendations have an average return of 618%.
0 Comments
Leave a Reply. |