Software Alternatives & Reviews

Personal Capital VS CobbleStone Software

Compare Personal Capital VS CobbleStone Software and see what are their differences

Personal Capital logo Personal Capital

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.

CobbleStone Software logo CobbleStone Software

Managing contracts just got easier with CobbleStone!
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  • Personal Capital Landing page
    Landing page //
    2023-04-09
  • CobbleStone Software Landing page
    Landing page //
    2021-08-16

CobbleStone Software provides award-winning contract management software (CLM) for thousands of users around the world. CobbleStone Contract Insight is a user-friendly contract lifecycle management software solution that automates and streamlines the entire contract process with artificial intelligence and natural language processing.

Personal Capital

Pricing URL
-
$ Details
-
Platforms
-
Release Date
-

CobbleStone Software

$ Details
freemium $59.0 / Monthly (Unlimited contract storage)
Platforms
Windows Browser Android iOS Google Chrome Firefox Safari REST API Cloud iPhone Internet Explorer Chrome OS Windows Phone AWS .Net Edge Salesforce Azure ASP.NET API Web Mobile
Release Date
2010 August

Personal Capital features and specs

No features have been listed yet.

CobbleStone Software features and specs

  • Contract Lifecycle Management: Yes
  • Contract management: Yes
  • Contract Analytics: Yes
  • Workflow Management: Yes
  • Workflow Automation: Yes
  • Artificial Intelligence: Yes
  • Document management: Yes
  • Document Signing: Yes
  • Document Storage: Yes
  • Document generation: Yes
  • Search Functionality: Yes
  • Search and Filtering: Yes
  • Reports & analytics: Yes
  • Spend Tracking: Yes
  • Alerts: Yes
  • Dashboards and Visualizations: Yes
  • User Permission Management: Yes
  • Electronic Signature: Yes
  • Integrations: Yes
  • OCR PDF: Yes
  • Optical Character Recognition: Yes
  • Templates: Yes
  • Collaboration Tools: Yes
  • Archiving: Yes
  • Full Text Search on Form Submissions: Yes
  • Compliance Management: Yes
  • Retention Period: yes
  • Version Control: Yes
  • Calendar: Yes
  • Salesforce Integration: Yes
  • Office 365 Integration: Yes
  • Bids and Budgets: Yes
  • RFP / RFQ portal: Yes
  • Vendor management: Yes
  • Supplier Management: Yes
  • Email notifications: Yes
  • Email Templates: Yes
  • Emailing: YES
  • Outlook Email Integration: Yes
  • Word to PDF: Yes
  • Microsoft Outlook Integration: Yes
  • Google Docs: Yes
  • OneDrive integration: Yes
  • Online Access: Yes
  • Mobile App: Yes
  • Mobile apps (iOS & Android): Yes
  • Mobile Friendly: Yes
  • Mobile responsive application: YES
  • Robotic Automation: Yes
  • Playbooks: Yes
  • Advanced reports and statistics: Yes
  • Advanced Search: Yes
  • Advanced Analytics: Yes
  • Supplier Purchase Orders & Bills: Yes
  • Messaging: Yes
  • Risk Management: Yes
  • Risk Reporting: Yes
  • Compliance tools: Yes
  • Milestone, Tasks: Yes
  • Milestone tracking: yes
  • Portal: Yes
  • Secure Data Storage: Yes
  • Secure Collaboration: Yes

Personal Capital videos

Personal Capital Review

More videos:

  • Review - Personal Capital vs Mint Review (which is better?)
  • Review - Mint vs. Personal Capital Review — The Pros and Cons

CobbleStone Software videos

CobbleStone Contract Management Software CLM

More videos:

  • Tutorial - Contract Management Artificial Intelligence with VISDOM AI
  • Review - CobbleStone Software Electronic Signatures

Category Popularity

0-100% (relative to Personal Capital and CobbleStone Software)
Personal Finance
100 100%
0% 0
Contract Management
0 0%
100% 100
Financial Planner
100 100%
0% 0
Document Automation
0 0%
100% 100

Questions and Answers

As answered by people managing Personal Capital and CobbleStone Software.

What makes your product unique?

CobbleStone Software's answer:

CobbleStone provides a CLM solution that is highly configurable and user-friendly. On top of that, CobbleStone has over 20 years of experience successfully implementing contract management software.

How would you describe your primary audience?

CobbleStone Software's answer:

CobbleStone's primary users are legal teams, procurement teams, compliance teams, sales teams, and finance teams. Users from throughout the organization can request contracts and view status.

Which are the primary technologies used for building your product?

CobbleStone Software's answer:

CobbleStone Contract Insight is a web-based CLM application that can be accessed via desktop and native mobile app available on the Apple iOS and Android app stores. CobbleStone Contract Insight can be provided as a SaaS/cloud application or it can be installed on clients' server(s).

Why should a person choose your product over its competitors?

CobbleStone Software's answer:

CobbleStone Contract Insight is the preferred contract lifecycle management software solution for clients that want an easy-to-use system that has been selected by thousands of users worldwide.

What's the story behind your product?

CobbleStone Software's answer:

CobbleStone's mission is to provide the most advanced, cost-effective, and user-friendly contract and procurement management software applications that enable employees to do their best work.

Our software products and staff go above and beyond the expectations of each other and our clients. -We take a pledge to follow our Code of Conduct. -We take a pledge to respect our clients, our co-workers, our environment, and ourselves. -We strive to be successful by exemplifying sincerity, personal integrity, humility, courtesy, wisdom, and charity. -Our products and software solutions should continue to evolve to meet modern-day business needs.

CobbleStone Software has a proven track record providing contract management software with industry-leading flexibility and features designed to meet the unique needs of your organization. Our solutions are the result of millions of dollars of research and development, thousands of hours, client feedback, and industry "know-how". CobbleStone Contract Insight's® features set in the contract management software marketplace are unprecedented. It is about thinking long term, being responsive, and understanding the power of organization governance. We believe this is the right way to do business, and our satisfied customers would surely agree.

The need for our contract software solution began with a situation whereby a leading company violated an agreement and had to settle the dispute for over two million dollars. In that instance, our mission was created to help organizations avoid violations of agreements while providing a better solution to manage contracts & obligations.

Founded in 1995, CobbleStone was among the first and most experienced companies to offer a contract management software product, and we continue to be a leader with full contract lifecycle management and e-Procurement software.

Contact a CobbleStone Representative today to learn more!

For press inquiries and media relations, visit CobbleStone Software's press page at https://www.cobblestonesoftware.com/company/press.

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Personal Capital and CobbleStone Software

Personal Capital Reviews

Love Personal Capital? It doesn’t work internationally. Alternatives for 2022
Even discounting the free features, Personal Capital is quite simply a pretty slick investment management and advisory platform. Combining the efficiency benefits of automated investment tools with the customer engagement of active human management, Personal Capital has managed to aggregate a helluva lot of different tools and account products, all while maintaining a clean,...
11 Best Quicken Alternatives in 2021 (#1 is Free)
Personal Capital–It’s both free and comes with the a robust set of features unmatched by other alternatives. It easily handles budgeting, net worth, cash flow, retirement investments and taxable investments. It also comes with excellent tools, including a retirement calculator, investment fee analyzer and investment portfolio analyzer. Personal Capital can now even track...
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
One way to describe Personal Capital’s budgeting software is an “account aggregator.” This program allows you to track and understand every single penny in all of your financial accounts. Once you link up all of your various accounts, including your bank accounts, investments, mortgage, credit cards, and any other accounts, Personal Capital summarizes your finances and...
Source: ptmoney.com
Top 15 Budget Apps to Make Your Personal Finance Goals Easy
I love YNAB and Personal Capital. I still use the old version of YNAB as I paid a one time fee for it (as I refuse to pay for subscriptions – yes, I’m cheap). As for Personal Capital, it’s a nice way to view only our investment and retirement accounts, and I love how it tracks contributions and fees.
The 8 Best Budgeting Apps of 2020
Personal Capital offers a complete investment advising solution, a hybrid robo-advisor, and human advisor service in one. Without paying a cent, you can access Personal Capital’s free money tracking dashboard, which includes some handy budgeting features.

CobbleStone Software Reviews

  1. Makes our teams day to day Basis so much easier

    Before our team started to work with CobbleStone, we were heading on the wrong path. Especially due to COVID we were unorganized, not communicating well enough and it was an overall headache. CobbleStone customized the system exactly to what we needed for a day to day basis. CobbleStone is a highly underrated company which offers a highly scalable system and can accommodate to many needs. They are fully open to even developing new features to help your business even further.


Top 17 Best Contract Management Software for Small Business
Contract Management Software by CobbleStone provides advanced & user-friendly contract management & eSourcing solutions. Manage requests, approvals, authoring, compliance, reporting & more.
Source: cllax.com
12 Best Contract Management Software 2022
CobbleStone Contract Insight® Contract Management Software is an Enterprise CLM system selected by thousands of contract admin, legal, and procurement professionals. Contract Insight is backed by artificial intelligence and can automate and streamline the entire contract lifecycle with user-friendly features and administration. Take the stress out of contracts with easier...
11 Best Contract Lifecycle Management (CLM) Software (2022)
CobbleStone is a feature-rich CLM solution that includes an unlimited amount of contract storage space, e-signature compliance, and financial tracking. It also incorporates the VISDOM® AI system to analyze contracts originating from internal or external data and transform that data into building blocks for improved contract oversight, proactive opportunity identification,...
Source: whatfix.com

Social recommendations and mentions

Based on our record, Personal Capital seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Personal Capital mentions (2)

  • How do you find a reputable financial advisor?
    It's built into the personalcapital.com fee analyzer, too. Along with graphs for the number-impaired. Source: over 1 year ago
  • One place/service to search all benefits from all accounts
    Hello r/travel! Hoping someone here may know the answer to this or point me in the right direction. I was wondering if there is any known service/website/app where you can have a central place to search all the benefits of the accounts one may have. Let me explain further. I have mint.com or personalcapital.com or nerdwallet.com to see all my account balances and keep track of my credit score. I have a set of... Source: over 1 year ago

CobbleStone Software mentions (0)

We have not tracked any mentions of CobbleStone Software yet. Tracking of CobbleStone Software recommendations started around Mar 2021.

What are some alternatives?

When comparing Personal Capital and CobbleStone Software, you can also consider the following products

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Conga Contracts - Conga Contracts is management solution designed to accelerate and simplify contract negotiations in Salesforce.

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

Juro - Juro is a contract automation platform that enables your team to create, execute and monitor routine contracts at scale without ever leaving the browser.

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

ContractWorks - ContractWorks provides secure and easy-to-use contract management software that helps you gain control of your contracts.