The great thing about Personal Capital – and one of the most important things we liked about the firm – is its free retirement planning software. The innovators behind Personal Capital felt that, by marrying leading tech with fiduciary, client-focused advice, they could reach more people through a blend of affordability, accessibility, and trustworthiness.
This has resulted in over $312 billion in tracked accounts and $4 billion in AUM (assets under management). To date, Personal Capital has registered 1.3 million users to its site. The end result is a sleek and intuitive process that can help anyone get a firm grasp on his/her planning for retirement. One way it does this is by integrating state-of-the-art technology and software into its online portal. Personal Capital has sought to revolutionize the online personal finance sector by streamlining and simplifying the process from the consumer’s end. More than just saving for retirement, Personal Capital seeks to help its customers engage in sound overall money management. Personal Capital is an online retirement planning software designed to help people who are nearing retirement. Table: The above list is sorted alphabetically Matches investors with financial experts within their areaĮxpert plans and tools available for both individuals and advisors Powerful suite of free retirement & investment planning tools Tax Loss Harvesting+ and RetireGuide services available at no extra costįree retirement planning software, 0.49%-0.89% for investments The list below is sorted alphabetically (click any of the names below to go directly to the detailed review section): Our hope is that, after reading through our comparison review of the best retirement planning software, your process of planning for retirement can become a little less stressful and much more beneficial.
Best personal finance software 2015 series#
We reviewed a wide range of retirement planning apps, including Quicken, RichOrPoor, RetireEasy, Personal Capital, Betterment, and more.Īfter applying our series of expert selection factors (like sophisticated calculation capabilities, advanced interface, ease of use, mobile capabilities, security, budgeting, personal finance, retirement planning features, cost, and maintenance), the team was able to narrow the list down to the top retirement planning software apps listed and reviewed below. We started out with a larger list of over 31 retirement planning tools, free retirement planning software, and retirement apps. Thankfully, here at AdvisoryHQ, we’ve put forth extensive research into identifying the top retirement planner software, so that you don’t have to.īut exactly how did the AdvisoryHQ research team identify, research, and finalize this year’s list of the top retirement planning software? With hundreds of retirement planner software and investment management software programs on the market today, few people have the time–or the patience– to sort through even a fraction of these retirement software options. Planning for retirement is certainly no easy task– but finding the best retirement planning software apps can certainly go a long way in creating an efficient, stress-free process. Intro: Best Retirement Planning Software Apps & Investment Management Software for 2017
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