Compare Assetmax vs Personal Capital

Overview

Key features

Pricing

Other Details

User reviews

Integratons

Media & Screenshots

Alternatives

	Assetmax (1) Get Quote Get Quote	Personal Capital Get Quote Get Quote

Overview
Affiliate Disclosure

Description	Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client ... Read More	Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & ... Read More
Free Trial Availability	No free trial	No free trial
User Ratings	5 (1)
	Get Quote	Get Quote

Software Demo

Demo	View demo	View demo

Pricing

Pricing Option
Pricing Plans	Not Available	Not Available
	View detailed pricing	View detailed pricing

Other Details

Organization Types supported	Freelancers Individuals Medium Business Small Business Large Enterprises	Freelancers Individuals Medium Business Small Business Large Enterprises
Platforms Supported	Mobile - Android Mobile - iOS Browser Based (Cloud) Installed - Windows Browser Based (Cloud)	Mobile - Android Mobile - iOS Browser Based (Cloud) Installed - Windows Browser Based (Cloud)
Modes of support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	Not Available
	Get Quote	Get Quote

User Reviews

User Ratings	5 (based on 1 reviews)	No reviews available for the product
Rating Distribution	Excellent 1 Very Good 0 Good 0 Poor 0 Terible 0	No reviews available for the product
Positive Reviews	No reviews available for the product	No reviews available for the product
	Read reviews

Media and Screenshots

Videos	1 Videos	2 Videos

Alternatives

Alternatives	ClientAccessWeb Morningstar Direct 4.1 Morningstar Office 4	kopilot 4.6 MProfit 4.2 PMplus

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Neither Assetmax nor Personal Capital offers a free trial.

Assetmax is designed for Large Enterprises, Medium Business and Small Business.

Personal Capital is designed for Large Enterprises, Medium Business and Small Business.

Pricing details for both Assetmax and Personal Capital are unavailable at this time. Contact the respective providers for more information.

Some top alternatives to Assetmax includes ClientAccessWeb, Morningstar Direct, Morningstar Office, MProfit, Personal Capital, PMplus, Shootih and Portfoliopilot.

Some top alternatives to Personal Capital includes kopilot, MProfit, PMplus, Shootih, monse, Portfoliopilot, TOGGLE Copilot and Kubera.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Compare Assetmax vs Personal Capital

Assetmax

Personal Capital

OverviewAffiliate Disclosure

Software Demo

Pricing

Other Details

User Reviews

Media and Screenshots

Alternatives

Frequently Asked Questions (FAQs)

Overview
Affiliate Disclosure