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Personal Capital is 100% free to use unless you have over $100,000 in invested assets and want to use its advisory services. They have a heavy focus on net worth tracking and retirement planning, which helps many users reduce their fees. Personal Capital aggregates the most important parts of your financial life – bank account info, investments, and spending – in one place. For the sake of this comparison, I’m going to be discussing the free version of Personal Capital. It is a money management platform with robust tools, but Personal Capital also offers paid wealth management service – there are now over 19,000 users with over $9 billion in assets under management. Personal Capital was founded in 2009 and currently has over 2 million active users tracking their investments, cash flow, and planning for retirement. To help you decide which money tracking software is best, I’m putting these two head-to-head to look at which features will help make a difference in your financial life. One has been around for decades and might even be older than you, and the other is a new favorite in the personal finance world, offering free investment tracking and retirement planning tools. Two personal finance heavyweights… Personal Capital vs.
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YOU NEED A BUDGET VS QUICKEN HOW TO