The company offers personal wealth management services that utilize state-of-the-art tools and technology to provide investors with a complete financial picture, while its registered investment advisors provide expert guidance and customized strategies based on a personal understanding of an investor's financial picture and goals. Personal Capital's online tools allow customers to view all of their accounts in one place and provide deep insights into their entire financial picture. As an investment client, customers receive personalized wealth management advice from a dedicated fiduciary advisor, with an emphasis on holistic planning, risk management, and after-tax returns.