RL
Renee L.
Technical Sourcer
Small-Business (50 or fewer emp.)
"Great for easy daily wealth management"
What do you like best about Personal Capital Wealth Management?
I love the daily email feature the most, it gives a snapshot of all the ins and outs of multiple accounts so you don't have to login to the platform to check. Review collected by and hosted on G2.com.
What do you dislike about Personal Capital Wealth Management?
I had some problems connecting certain investment accounts like Crypto or even the Apple Credit Card wasn't supported. Review collected by and hosted on G2.com.