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Personal Capital Advisor

Digital platform providing personalized financial planning and investment advice with account aggregation.

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Overview

Personal Capital Advisor offers a digital financial planning and investment advisory platform that integrates automated tools with access to human advisors.

The platform enables users to securely connect and aggregate all their financial accounts, including investments, cash, and credit, providing a comprehensive financial overview.

It supports personalized retirement planning, investment management, and cash flow monitoring to help clients make informed financial decisions.

Key Features

+ Account aggregation across multiple financial institutions
+ Personalized retirement and financial planning
+ Investment portfolio management and advice
+ Cash flow and budgeting tools
+ Secure data encryption and multi-factor authentication
+ Access to human financial advisors
+ Mobile and web platform access

Integrations

PlaidYodleeFinancial institution APIs

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