Mixed Reviews of Personal Capital: Support and Investment Concerns
  • 87 users bookmarked
  • Sources Trustpilot Reviews
  • Size Up to latest 1,000 reviews (Customizable)
Unlock Insights: Personal Capital Customer Feedback Analysis

Mixed Reviews of Personal Capital: Support and Investment Concerns

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.

Best for
  • Financial Advisors
  • Investment Analysts
  • Customer Experience Managers
  • Product Managers
  • Digital Marketers

Starting from $18, you can purchase the complete report, offering advanced filters, buyer personas, and SWOT analysis, with Excel, PDF and PowerPoint exports.

Purchased users
26 users purchased a report
in the last 24 hours.
One-time purchase without hidden or recurring costs!
Preview

Here, you can see the limited preview of this report for only 40 reviews.

Export
Custom Date - Nov 02, 2024
Popular Phrases (of 30 reviews)
see all >>
Featured Content
see all >>
  • 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
  • See All Reviews
Sentiment Analysis (of 30 reviews)
10 Net Promoter
Score
Popular Topics (of 30 reviews)
Languages (of 30 reviews)
Send to your inbox!
Send to your inbox!

Have the complete report in your inbox with Excel, PDF and PowerPoint attachments. Need to play with the data? Enjoy our lightning-fast dashboard for further analysis.

See a Sample Report Buy Now
One-time purchase without hidden or recurring costs!
"The most valuable form
of customer feedback"

Every purchase starts a new scraping process, so you can have a report containing the analysis of the most recent reviews. It's fast, it's easy, and it brings you the most valuable form of customer feedback.

Purchased users
26 users purchased a report in the last 24 hours.
See a Sample Report Purchase This Report from $18
One-time purchase without hidden or recurring costs!
Similar Reports
  1. Unlock Insights: Fidelity Investments Customer Feedback Report
    Trustpilot Reviews 75
  2. Unlock Insights: Lear Capital's Customer Service Excellence
    Trustpilot Reviews 78
  3. Unlock Systeme.io Insights: Comprehensive Customer Feedback Report
    Trustpilot Reviews 86
Frequently Asked Questions

  • 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.

  • Yes, this page is publicly available for everyone on the internet to see. You can copy and share this link with a friend, college or on social media.

  • Yes, you can, and this is the fun part about Kimola! Kimola turns customer feedback into market research by analyzing online reviews from various sources.

  • Yes, you can have this research report analyzed with more reviews. The page you are viewing displays a limited preview with the analysis of 40 recent reviews. Starting from $18, you can buy the complete version of this research report containing all reviews. Click here to see the purchase options.

Legal Disclaimer

We would like to clarify that this product is not created by Trustpilot and is not associated with or supported by Trustpilot in any way.

As a user of this web scraping tool, you are solely responsible for complying with all applicable laws and adhering to Trustpilot's terms of use, including copyright regulations, when utilizing the extracted review data.