Tag : Personal Capital

Artificial Intelligence Featured Finance Fintech Investments Machine Learning Robotic Process Automation

Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
Struggling To Manage Your Money? Here's The Solution With Budgeting Tools
Digital Payments Featured Fintech Technology

Struggling To Manage Your Money? Here’s The Solution With Budgeting Tools

Pooja Choudhary
Making a budget might take a lot of time. Newbies to budgeting might feel overburdened or unclear of where to begin. The right budgeting apps can help you with that. With the aid of budgeting applications, you may simplify your money management and strengthen your financial situation as well. Choosing......
Featured Investments Technology

Best Tools For Portfolio Managers

Pooja Choudhary
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
Capital Markets Fintech Investment Services News

Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Fintech News Desk
 Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since the introduction of its Socially Responsible Personal Strategy Investment portfolios: reaching $1 billion assets under management since the portfolios’ inception in 2018. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
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