Mixed Reviews of Personal Capital: Support and Investment Concerns
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Mixed Reviews of Personal Capital: Support and Investment Concerns

Unlock Insights: Personal Capital Customer Feedback Analysis

Mixed reviews for Personal Capital, highlighting issues with support, investment performance, account syncing, and communication. Users appreciate the software's tracking capabilities but express concerns about customer service and financial advisor pitches.

Source: Trustpilot Reviews of Personal Capital 

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Customer Feedback Analysis of Personal Capital 

In-depth analysis of Personal Capital's customer feedback covering support, investments, and more. Essential for financial professionals.

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Custom Date - Dec 27, 2024
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  • Easy to read Dashboards

    Dashboard is clean and easy to read, they actually partner with AMEX for charges unlike competitors who miss this crucial partnership for true financial overview.

    Sentiment
    • Positive
    Content
    • User Interface and Features
    Nov 16, 2022
  • Worst Financial Advisors I have ever had

    Used them to manage my money for 3 years. They are the opposite of fiduciary and fo not care about clients abt all. I would avoid at all costs

    Sentiment
    • Negative
    Content
    • Account Management
    Jul 27, 2022
  • My only issue is that I joined in June…

    My only issue is that I joined in June and I cannot link my bank past statements back to January 2022.

    Sentiment
    • Positive
    Content
    • Technical Issues
    Jul 25, 2022
  • Easy to add accounts

    Easy to add accounts. Love the budgeting part, I don’t use that, but really appreciate that it’s available.

    Sentiment
    • Positive
    Content
    • User Interface and Features
    Apr 25, 2022
  • Personal capital has helped me to keep…

    Personal capital has helped me to keep tabs on all of my finances at a bird's eye view helping me to make the appropriate adjustments.

    Sentiment
    • Positive
    Content
    • Financial Planning Tools
    Apr 01, 2022
  • Easy and helpful interface

    Personal Capital provides a very smooth interface that allows me to track my net worth across categories easily. I love getting a big picture of my financial status over time and the ability to zoom in on a day, time period, or category. Highly recommend!

    Sentiment
    • Positive
    Content
    • User Interface and Features
    Jan 03, 2022
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Sentiment Analysis (limited preview)
10 Net Promoter
Score
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Languages (limited preview)
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  • This page displays purchase options and a preview of the customer feedback analysis report for Personal Capital  based on online reviews collected from Trustpilot. The analysis helps Financial Advisors, Investment Analysts, Customer Experience Managers, Product Managers, Digital Marketers to discover insights into what people love, dislike, and need.

  • This report contains qualitative analysis with Net Promoter Score, Sentiment Analysis, content classification, most popular phrases, languages and a trend graph to display how the context changes over time. After purchasing the report, you can search in customer feedback and filter results based on classification labels and popular phrases. Also, the analysis is available in PDF and PowerPoint formats, and all the reviews are available in Excel.

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