Software Alternatives & Reviews

Personal Capital VS Morgan Stanley

Compare Personal Capital VS Morgan Stanley 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.

Morgan Stanley logo Morgan Stanley

This application is for Morgan Stanley institutional clients with a valid Client Link account.
  • Personal Capital Landing page
    Landing page //
    2023-04-09
  • Morgan Stanley Landing page
    Landing page //
    2023-07-08

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

Morgan Stanley videos

Morgan Stanley Investing Tutorial - Review + Access

More videos:

  • Review - Morgan Stanley Platinum Card UNBOXING + Review
  • Review - Morgan Stanley CashPlus - Better Than The Charles Schwab High Yield Investor Debit Card?

Category Popularity

0-100% (relative to Personal Capital and Morgan Stanley)
Personal Finance
94 94%
6% 6
Finance
86 86%
14% 14
Financial Planner
100 100%
0% 0
Trading
0 0%
100% 100

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 Morgan Stanley

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.

Morgan Stanley Reviews

We have no reviews of Morgan Stanley yet.
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Social recommendations and mentions

Based on our record, Personal Capital should be more popular than Morgan Stanley. 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

Morgan Stanley mentions (1)

  • Rivian raises IPO price range and could now be worth up to $65 billion
    Make sure you look for something from ms.com & *not* morganstanley.com: the initial email is from the former, despite what Rivian's email said to expect (*followup* emails from MS were from the latter domain, so I'm guessing just a little mis-communication between the two companies about the details). Source: over 2 years ago

What are some alternatives?

When comparing Personal Capital and Morgan Stanley, 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.

Schwab - Brokerage firm.

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!

eToro - The social investment network that connects traders from around the globe and enables them to share...

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.

Acorns - Automated portfolio management monitoring your investments