---
title: Withprincipal Reviews
meta_title: 'Withprincipal Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Withprincipal works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Artificial Intelligence
  url: https://www.g2.com/categories/artificial-intelligence
---


# 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?open_modal_url=%2Fproducts%2Fwithprincipal%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fwithprincipal%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-10+22%3A14%3A40+-0500&secure%5Bsession_id%5D=f2d3f58c-0746-41e4-951b-0672bd137e3d&secure%5Btoken%5D=78da508bf2b1823f0b956e8866e4671ebdd7d2d96b22a96a61afb06029aa0c7c&format=llm_user)

## Withprincipal Features
**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- Specialized or Emerging Capabilities
- Distinct AI Functionality
- Niche Application

## Top Withprincipal Alternatives
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