Personal Capital Anmeldelser 722

TrustScore 2.5 ud af 5

2,4

Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere

Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere

Se, hvad kunderne siger

Bedømt til 1 ud af 5 stjerner

Pure poison. Invested 100k. They managed to lose 12.5 % or $12,420 in 20 months. We're retired 67 years old. They lost or stole $6,108 from date of closing 08/15/2023 to date of payout 08/21/2023, th... Se mere

Bedømt til 5 ud af 5 stjerner

Fantastic tool for getting and keeping your financial house in order. Easy to set up, and once you do, you can get both a bird's eye view and a detailed look at where you stand with regard to cash on... Se mere

Bedømt til 1 ud af 5 stjerner

Personal Capital is broken most of the time. I have opened dozens of support tickets with the vast majority that go nowhere. Citi Card, Amazon, Navia, etc etc don't work with Personal Capital. It's... Se mere

Bedømt til 5 ud af 5 stjerner

I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails tha... Se mere

Virksomhedsoplysninger

  1. Investeringsservice
  2. Økonomisk rådgiver

Oplysningerne kommer fra forskellige eksterne kilder

Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.


Kontaktoplysninger

2,4

Under middel

TrustScore 2.5 ud af 5

722 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ingen anmeldelsesinvitationer registreret

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Virksomheder på Trustpilot må ikke tilbyde incitamenter eller betale for at skjule anmeldelser. Anmeldelser repræsenterer individuelle brugeres meninger, og ikke Trustpilots mening. Læs mere

Bedømt til 5 ud af 5 stjerner

10/10 Recommend

I LOVE Personal Capital. It has helped me save more than I could have imagined and changed the way I handle personal finance for the better. It has empowered my financial decisions and effectively encouraged me to reach my financial goals.

18. september 2020
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Bedømt til 5 ud af 5 stjerner

This is one of the best finance sites…

This is one of the best finance sites out there. I see all of my finances in one place and it's free. You can not beat that!!!!!!!!!!!!!!!!!!!

I recommend everyone use this site if you really want to know how much you are worth,

10. september 2020
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Easily see all of your money

Love how all of my accounts (including investment and retirement) are easily visible. I use the budgeting tool to track my spending monthly and I love the different planning tools (retirement and saving) that are available. I’ve already recommended to website to all of my family!

7. september 2020
Uopfordret anmeldelse
Bedømt til 2 ud af 5 stjerner

The app still needs a lot of work

The app still needs a lot of work. Specifically when linking banks and investments. They take too long to relink. With Robinhood it takes about 10 minutes to link every few days. With Inuit Mint finance app it's just seconds and uses my iPhone to put in the SMS pin for me for a fast login. This app needs a lot more work.

28. august 2020
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

A great tool for tracking what's really going on with your finances

I'm finding Personal Capital useful for tracking all my accounts in one place. I've never had a simple way to track my net worth before, and I'm finding that to be a useful way of staying accountable to my goals. For me personally, the budgeting features don't work as well as the other components of it, so I'm using a dedicated budgeting software separately. But overall, I'd highly recommend this as a way of approaching your finances more intentionally.

17. august 2020
Uopfordret anmeldelse
Bedømt til 4 ud af 5 stjerner

Love the app!

Love the app. It’s such a useful tool for track your true net worth and see the real picture of your finances. My only negative remark would be that the app needs to workout the bugs with linking other less mainstream types of accounts/ apps that your money are in.

13. august 2020
Uopfordret anmeldelse
Bedømt til 3 ud af 5 stjerner

Worked for most of my accounts.. Mint still better

Worked for most of my accounts, but wouldn't connect to my credit union (through itsme.com a common platform for credit unions) nor my Audi Financial Services account, NOR my Northwestern Mutual account.... So yea, the only account this supported vs.Mint was.... Wait, Mint supported MORE of my accounts!

31. juli 2020
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Very useful and secure

Use it regularly to keep an eye on my accounts. Never had any issues and they do offer paid services, but they are not pushy about it.

25. juli 2020
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Huge fan of personal capital

Huge fan of personal capital. Provides an intuitive overview of your finances across a sprawling number of financial institutions. My personal favorite view is the monthly cash flow chart.

14. juli 2020
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

The Staple of Financial Health

Personal Capital is a staple in the pursuit of general financial health and the FI/RE movement.

In setting personal financial goals, one must have a coach or a confidant to ensure they stick the course and PC understands this perfectly.

By highlighting your net worth, the software motivates you to always optimize your daily, monthly, and annual expenses - encouraging you to fine tune your financial habits.

10. juli 2020
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Organize finances and align market goals

Organize your finances and align your market goals with Personal Capital. The built in tracking of accounts is easy to use and reliable. Check in as often or as little as you'd like, and use the built-in investment goals to see how your retirement planning stacks up.

7. juli 2020
Uopfordret anmeldelse

Dette er Trustpilot

Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.

Virksomheder kan bede deres kunder skrive en anmeldelse ved hjælp af automatiske invitationer. Denne type anmeldelser handler om reelle oplevelser og markeres "Verificeret".

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