Software Alternatives & Reviews

Planswell VS Personal Capital

Compare Planswell VS Personal Capital and see what are their differences

Planswell logo Planswell

Building unbiased financial plans for free in under 3 mins

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.
  • Planswell Landing page
    Landing page //
    2023-10-20
  • Personal Capital Landing page
    Landing page //
    2023-04-09

Planswell

Categories
  • Personal Finance
  • Finance
  • Communication
  • Financial Planner
Website planswell.com
Pricing URL Official Planswell Pricing

Personal Capital

Categories
  • Personal Finance
  • Financial Planner
  • Accounting
  • Budgeting
Website personalcapital.com
Pricing URL-

Planswell videos

Minute To Pitch It | Planswell

More videos:

  • Review - Eric Arnold of Planswell presents The Secret Sauce of Fintech

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

Category Popularity

0-100% (relative to Planswell and Personal Capital)
Finance
14 14%
86% 86
Personal Finance
7 7%
93% 93
Fintech
100 100%
0% 0
Financial Planner
0 0%
100% 100

User comments

Share your experience with using Planswell and Personal Capital. For example, how are they different and which one is better?
Log in or Post with

Reviews

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

Planswell Reviews

We have no reviews of Planswell yet.
Be the first one to post

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.

Social recommendations and mentions

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

Planswell mentions (1)

  • Ask Your Financial Advisor About Retirement Planning
    It is more important than ever to ask your financial advisor the right questions before you set forth on a path for the next few years to come. When you discuss your retirement planning services with your financial advisor, contact Planswell. For more information, visit our website. Source: over 1 year ago

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

What are some alternatives?

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

Grove - Personalized financial planning for everyone

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

Hatch - A subscription service for Gaming

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.

LearnVest - Make progress on your money.

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!