Personal Capital use case

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 app screenshots

Interested in more insights?

Banq builds data products and ecosystem solutions for bank and fintech providers.

Join our private beta