We've reviewed and compared more than 15 personal finance apps. Our goal is to bring you the most honest, simple, and informative reviews. Turns out, users also want to compare specific applications.
This review compares WeVest and Personal Capital . The better software depends on your needs. So let's dive in and figure out which is right for you.
When it comes to personal finance software, users care most about: the cost (if there is
any), whether or not the software can be used for budgeting, and whether or not the
software has support for bill paying. Let's look at how WeVest and Personal Capital compare against each other.
To start, let's consider the cost the use either service.
Currently, Personal Capital is a free personal finance app. In comparison, WeVest is $2.92 - $4.00/month.
Budgeting is another huge topic when it comes to personal finance.
Personal Capital offers budgeting features, whereas WeVest does not. So if you need budgeting, Personal Capital is your better choice.
When it comes to bill paying unfortunately neither WeVest or Personal Capital offer this functionality.
Personal Finance Software
|Review||WeVest Review||Personal Capital Review|
Overall rating as by Investor Junkie.Rating
|Ease of Use|
|Tools & Resources|
|Promotions||None||Join for FREE|
|Price||$2.92 - $4.00/month||FREE|
|Credit Score Monitoring|
|Import QFX, QIF Files|
How can you access the sevice? Website only? Via smartphone app?Access
|Website, iOS App, Android App||Website, iOS App, Apple Watch, Android App|
More security to prevent unauthorized access to your account.Two-Factor Authentication
|Customer Service||Live Chat: 24/7; Email||Phone: 24/7; Email|
|Sign Up||Sign Up|
WeVest is an affordable personal finance planner with an emphasis on helping you take steps to increase your net worth. Get personalized suggestions on where to put your money and how to manage your overall financial picture. However, to get the most out of this service, you need a personal budget already in place.
About Personal Capital
A free and easy-to-use personal financial software that syncs up all your accounts in one location. Personal Capital creates summaries of your spending, net worth, and most importantly your investment portfolio. The upsell is their wealth management service.