# Withprincipal Reviews
**Vendor:** Principal  
**Category:** [Emerging AI Software](https://www.g2.com/categories/emerging-ai-software)
## About Withprincipal
Brisa is a comprehensive personal finance platform designed to serve as your personal wealth operating system. It offers a suite of tools to help users effectively manage and monitor their financial health. Key Features and Functionality: - Financial Institution Connectivity: Connect up to 10 financial institutions for a consolidated view of your accounts. - Net Worth Tracking: Monitor your overall financial standing with real-time net worth calculations. - Manual Account Integration: Add and manage accounts not linked to financial institutions. - Currency Conversion: Handle multiple currencies with automatic conversion features. - Transaction Tracking: Keep a detailed record of all your financial transactions. - Retirement Planning: Plan for the future with tools tailored for retirement savings and goals. - Investment Portfolio Tracking: Oversee and analyze your investment performance. - Automatic Real Estate Valuation: Receive up-to-date valuations of your real estate assets. - Upcoming Features: Integration of private equity tracking and a concierge AI assistant are in development. Primary Value and User Solutions: Brisa simplifies personal finance management by centralizing various financial aspects into a single, user-friendly platform. It addresses the challenge of fragmented financial information by providing a holistic view of one's financial health, enabling informed decision-making and strategic planning. With features like net worth tracking, investment monitoring, and retirement planning, Brisa empowers users to take control of their financial future.






- [View Withprincipal pricing details and edition comparison](https://www.g2.com/products/withprincipal/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+11%3A42%3A24+-0500&secure%5Bsession_id%5D=85eb9a9d-c643-4891-a3b9-4674e9c2fcf9&secure%5Btoken%5D=b28ce461ace3292e94ab1f6d3df092a5ae19ca9fc2dc04695539c6458c34a44b&format=llm_user)


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