TOGGLE Copilot |
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
View Details
|
| Description | Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. Thus making it easier for users to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Multiple customized reports offered by Banktivity, ensures greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts as well. The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time. Read more | Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. Read more |
| Pricing Options |
|
|
| SW Score & Breakdown |
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
|
| SaaSworthy Awards | # 3 Fastest Growing |
Not Available
|
| Organization Types Supported |
|
|
| Platforms Supported |
|
|
| Modes of Support |
|
|
| User Rating |
Not Available
|
|
| Rating Distribution |
Not Available
|
|
| Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
|
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Bronze $4.99 $6.99 per month Silver $6.66 $8.99 per month Gold $8.33 $10.99 per month |
Investment Services Custom Wealth Management Custom Private Client Custom |
|
View Detailed Pricing
|
View Detailed Pricing
|
| Screenshots |
+ 3 More
|
Not Available |
| Videos |
+ 3 More
|
+ 1 More
|
| Company Details | Located in: Ashland, Oregon Founded in: 2003 | Located in: Redwood City, California |
| Contact Details |
Not available |
Not available |
| Social Media Handles |
|
|
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.
