What is Personal Capital?

Personal Capital is a comprehensive financial management platform that helps individuals take control of their financial lives. It combines advanced technology with personalized financial advice to offer users a holistic view of their finances. With Personal Capital, users can aggregate and track all their accounts in one place, including bank accounts, credit cards, investments, loans, and more. The platform provides powerful tools for budgeting, cash flow analysis, portfolio management, retirement planning, and tax optimization. Additionally, Personal Capital offers a team of registered financial advisors who can provide customized advice and guidance tailored to each user's specific goals and circumstances. Whether the goal is to reduce debt, save for retirement, or plan for major life events, Personal Capital aims to simplify and optimize the financial journey for its users.