Software Alternatives & Reviews

Personal Capital Wealth Management VS Sumio App

Compare Personal Capital Wealth Management VS Sumio App and see what are their differences

Personal Capital Wealth Management logo Personal Capital Wealth Management

Personal Strategy is a globally diversified multi-asset class portfolio designed and managed specifically for each individual. Find out more here.

Sumio App logo Sumio App

Sumio is an easy-to-use and comfortable app for keeping track of your wealth with up-to-date market data for stocks, ETFs, and crypto-assets. It protects your privacy and includes a range of automation and visualization features.
  • Personal Capital Wealth Management Landing page
    Landing page //
    2023-09-01
  • Sumio App Landing page
    Landing page //
    2021-12-14

Sumio provides an overall picture of your financial standing. Download Sumio and get a complete picture of your assets and liabilities. Sumio helps you organize and track the value of your assets and liabilities, including your investments. It's designed to protect your privacy and security without requiring registration or any connection to your banking accounts. Use Sumio to calculate your Net Worth and keep track of your wealth. Get automatic market value updates for stocks, ETFs, and crypto-assets. Sumio is easy to use, just like your contacts app.

Personal Capital Wealth Management features and specs

No features have been listed yet.

Sumio App features and specs

  • Net Worth Calculation: Yes
  • Wealth Tracking: Yes
  • Stocks Tracking: Yes
  • Crypto Tracking: Yes
  • Absolute Privacy: Yes
  • Financial Dashboard: Yes
  • Personal Balance Sheet: Yes
  • Market Data: Yes
  • Automation: Yes
  • Visualizations: Yes
  • Watchlist: Yes

Personal Capital Wealth Management videos

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Sumio App videos

Introducing Sumio: Net Worth Tracker App

Category Popularity

0-100% (relative to Personal Capital Wealth Management and Sumio App)
Trading
100 100%
0% 0
Cryptocurrencies
34 34%
66% 66
Finance
43 43%
57% 57
Personal Finance
39 39%
61% 61

Questions and Answers

As answered by people managing Personal Capital Wealth Management and Sumio App.

Which are the primary technologies used for building your product?

Sumio App's answer:

Flutter, Dart, Google Cloud.

What makes your product unique?

Sumio App's answer:

Essential financial metrics are automatically calculated – Net Worth, Total Assets, Total Liabilities. Multi-Currency – 100+ world currencies with automatic conversion to the default currency of your choice. Market Data – Automatic market value updates for stocks, ETFs, cryptocurrencies, precious metals, and other equities from U.S. and global markets. Backup & Sync – Back up and restore your data using your cloud storage account (Apple iCloud or Google). Privacy and Security – Privacy-first and secure from the get-go. You have complete control over your data. Security Lock – Secure access to Sumio with your Passcode, Face ID, or Touch ID. Custom Categories – Create your own categories for assets and liabilities. Visualisations – Clear and concise charts to easily evaluate your financial standing. Watchlist – Monitor the market value of stocks and crypto from the US and global exchanges. Gains & Losses – An overview of market value changes over time for your investments. Allocation – Charts illustrating the proportional distribution of your assets and liabilities.

Why should a person choose your product over its competitors?

Sumio App's answer:

Privacy-first and easy-to-use mobile app for managing money.

How would you describe your primary audience?

Sumio App's answer:

DIY investors and anyone who wants to take control of their money.

What's the story behind your product?

Sumio App's answer:

Independent dev team on a mission to develop privacy focused apps for financial planning.

Who are some of the biggest customers of your product?

Sumio App's answer:

Every user of Sumio is big. We appreciate anyone who is using our app.

User comments

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Social recommendations and mentions

Based on our record, Sumio App seems to be more popular. It has been mentiond 1 time 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 Wealth Management mentions (0)

We have not tracked any mentions of Personal Capital Wealth Management yet. Tracking of Personal Capital Wealth Management recommendations started around Mar 2021.

Sumio App mentions (1)

What are some alternatives?

When comparing Personal Capital Wealth Management and Sumio App, you can also consider the following products

Robinhood - Free stock trading service.

Kubera - Protect your wealth

Finary - Track your net worth in real-time

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

Delta App - An extension to the best crypto portfolio tracker on mobile.

Personal Capital Financial Software - Financial tools dashboard to monitor your net worth, manage your investment portfolio.