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Best Investment Management

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trending_up Scored across 12 criteria
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Rankings are calculated based on verified user reviews, recency of updates, and community voting weighted by user reputation score.

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0.0 – 10.0
Top Ranked
Best 1 Personal Capital
Personal Capital
Free Plan Available From $19.95/mo

Personal Capital, now Empower, is the premier tool for tracking net worth and managing complex financial lives. While it offers professional wealth management services, its free dashboard is widely co...

Tracking Budget Tracking Planning Investment Analysis Wealth Management Retirement Planning Investment Management Wealth Report Rebranded Investments
9.2 Excellent
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2 KMyMoney
KMyMoney

KMyMoney is a free, open-source personal finance manager built on the KDE platform. It offers a comprehensive suite of features for managing finances, including budgeting, investment tracking, and det...

Personal Finance Reporting Budgeting Investment Tracking Report Generation Investment Management Kde Kde Integration Currency Support
8.8 Very Good
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3 Franklin Resources (BEN)
Franklin Resources (BEN)

Franklin Resources is a global investment management organization. Its performance is tied to market conditions, but its scale and diversified product offerings provide some resilience. The company ha...

Asset Management Financial Services Investment Management Etf Mutual Funds
7.2 Good
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4 MoneyWiz
MoneyWiz

MoneyWiz is a free expense tracking app that helps users manage their personal finances by categorizing expenses and providing real-time financial insights. It offers a free trial with no credit card...

Personal Finance Mobile App Budgeting Budget Tracking Expense Categorization Investment Analysis Financial Planning Investment Management Spending Analysis Real Time Forecasting
6.7 Fair
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5 Personal Capital Wealth Management
Personal Capital Wealth Management

Personal Capital Wealth Management is a premium service for high-net-worth families. It offers personalized financial planning and investment management with a dedicated advisor. The advisory fee is 0...

Financial Planning Investment Management High Net Worth Personalized Advice
5.7 Average
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