Financial planning, investments and wealth management are of the utmost importance. Unless your income and expenditure is balanced optimally, no individual can become truly financially independent and there can always be a risk of jeopardizing one’s fortune.
Personal Capital is an award winning financial and wealth management software that aims to make your financial planning, monitoring of investments and managing your fortune a cakewalk. The software isn’t for everyone but if someone has even two small investments and has to deal with considerably diverse expenses and has multiple sources of income, then the software is a must have.
What Is Personal Capital?
In simple words, Personal Capital is a software program that puts together all your financial accounts, takes into consideration all your income, expenses, investments, returns and financial commitments including credits and presents to you one user friendly interface to access, manage and analyze everything.
What’s The Primary Objective?
There should be one good utility for any product or service. Personal Capital has many benefits but in a broader sense, it helps you to make smarter financial decisions. By allowing you to be proactive with all your financial commitments, rewards and transactions, the primary objective of the software is to equip you with everything you need to avoid making losses and to enhance your returns.
What Can Personal Capital Do For You?
Without delving into the technical aspects of the software, here are a few things that Personal Capital can do for you.
• It would offer you a dashboard that brings together every facet of your finances onto a single platform. The interface pulls your net worth, cash flow, holdings or investments, how they are faring presently, the various indices, details of your financial advisor and you get a graphical representation of whether you are progressing or taking a step back and to what extent.
• The software is responsive and does come in an app form which enables you to use the platform on the go. But beyond the mobility of the app, it is the attention to detail that helps. First, you get something known as the You Index. Just as the likes of S&P and Dow have indices reflecting how the stocks are faring; the You Index reflects how your investments are faring in the domestic, international and global markets.
• From alerts to explaining fees or hidden charges in various investments, from advice on investments to helping you to track your household expenses, Personal Capital does more than you would imagine.
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