Personal Capital

Using Open Banking to manage you pension

About Personal Capital

Personal Capital is a wealth management app that is particularly focused on retirement planning and tracking. Some of its features include an investment check-up, which compares a person’s current asset allocation to an allocation that would put them on track to reach their retirement goals and a fee analyzer that reveals hidden fees that can reduce the value of a retirement account.

What's the open banking use case?

Personal Capital pulls all of a user’s accounts together using Open Banking APIs.

Personal Capital screenshots

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