Wealth management platforms provide various services, features, and benefits such as setting goals, personalized categories, strategic budgeting plans, and more.
Today, we will be discussing Personal Capital and how it offers the much-needed facilities to help those who are looking for a money management and investments platform.
Personal Capital is a digital wealth platform that offers free net worth tracking and investment planning.
This tool can be used on a free or paid version. The budgeting tool monitors your cash flow and spending patterns.
After you have set up a budget, it will start to track your income and expenses from the various financial accounts you have linked to Personal Capital.
Using this analyzer, you will have access and know exactly what each fee is in the plan and how much it will cost you in total.
This planner uses different kinds of “what if” outlines that are to help you identify if you are on track with your retirement plans.
Personal Capital lets you monitor your cryptocurrency on different crypto exchanges.