G2

alina T.

Managing Partner

Small-Business (50 or fewer emp.)

Originally submitted 7/29/2020

"Decent application"

4/5

What do you like best about Personal Capital Wealth Management?

I like that Personal Capital offers a way to have a single dashboard with all of the details collected and presented in one place. I like that it requests to provide the passwords and keeps the security level high. I like that it offers retirement fee analyzer and financial planning options. Review collected by and hosted on G2.com.

What do you dislike about Personal Capital Wealth Management?

I don't like the fact that the data cannot be massaged further to see for instance, how much growth funds you have or how much income funds you have. I don't like that they do not have two factor authentication to make it more secure. Review collected by and hosted on G2.com.

Recommendations to others considering Personal Capital Wealth Management:

Definitely compare it with the other tools out there to decide whether it is a fit for your needs. Review collected by and hosted on G2.com.

What problems is Personal Capital Wealth Management solving and how is that benefiting you?

I am trying to see a big picture of the overall portfolio. I am looking for ways to see whether the allocation percentages between different investment categories are valid and whether any of the categories need to be re-shifted. The benefits include having a single place to see a big picture. Review collected by and hosted on G2.com.