Personal Capital is a registered investment advisor that emphasizes using technology in combination with human advisors to improve investors' money management experiences and results.
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It is important to note that college savings advice is completely free on FutureAdvisor, which can create a custom plan, open and manage accounts, and make payments to the educational institution. Investors can monitor their investment statistics and continue to manage their own funds for free, as well as ask advice on investments and 401(k) accounts without charge. The FutureAdvisor service begins with a free analysis of the investor's portfolio, providing analysis and recommendations based on the user's indicated background, goals, and preferences. FutureAdvisor also has a free mobile application that allows iPhone users to access their portfolio information and website tools. It offers a mix of free and commercial services for investing, retirement planning, and college savings. FutureAdvisor's stated goal is to make investment management available to average investors. Consumer choice and recommendation information is also available on brokerages, 401(k) rollovers, and establishing an individual retirement account ( ).įutureAdvisor is a registered investment advisory firm that offers free investing information on its website at. A section on investments groups online providers by investor preference, offering different levels of hands-on (or hands-off) engagement, presents a brief description of each organization, and links to the website. Users can also take advantage of Mint's consumer information on credit cards, checking accounts and savings accounts, including fees and interest rates. Mint Bills will also notify subscribers about unusual or suspicious transactions ( ). Users can see their available cash and credit limits before they pay bills, receive reminders to pay bills and schedule bill payments, and receive alerts when account balances are low.
The Mint Bills tool keeps track of bills and monitors bank account and credit card activity and balances. The investment feature presents a snapshot of portfolio allocations across all of the user's investment accounts, and compares the portfolio to market benchmarks ( ). The budgeting tool calculates average spending, displays spending patterns, and adjusts the budget to respond to actual changes. Mint automatically updates bank, credit card, and retirement account information, and uses that information to make recommendations to find savings and avoid unnecessary fees. The main Mint application allows users to store financial account information in one location, keep track of their spending, create budgets, set up bill reminders, and access their credit score and credit report for free.
Users can then add as much or as little of their financial information as they wish to manage on Mint. The sign-up process begins by entering information about an online bank or credit card account.
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In addition to the web platform, mobile applications are available in both iOS and Android formats. Mint, by Intuit, invites users to “be good with your money” by using the free resources at to manage their cash flow, budgets, and bills via computer, tablet, or smartphone.
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