TurboTax is the largest and most popular tax preparation software, handling a solid 30% of electronic filings, according to a Moody’s report. Meanwhile, Personal Capital’s robo-advisor platform makes the most sense for a very specific type of person. The latter provides an attractive budget dashboard that allows you to sync your financial accounts to monitor your daily spending and cash flow.Īnyone interested in gaining a holistic view of their finances would benefit from this all-in-one solution, which earned it #1 in Forbes Advisor’s ranking of the best budgeting apps. Personal Capital’s product offering is twofold: a full-featured robo-advisor platform and a suite of free financial management tools.
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