Based on our record, Personal Capital seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
It's built into the personalcapital.com fee analyzer, too. Along with graphs for the number-impaired. Source: over 1 year ago
Hello r/travel! Hoping someone here may know the answer to this or point me in the right direction. I was wondering if there is any known service/website/app where you can have a central place to search all the benefits of the accounts one may have. Let me explain further. I have mint.com or personalcapital.com or nerdwallet.com to see all my account balances and keep track of my credit score. I have a set of... Source: almost 2 years ago
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.
AMS360 - AMS360. The management solution for your core business functions. Learn More View Brochure. BenefitPoint. The benefits solution that manages the unique challenges of your business.
YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.