Principal

AI-driven wealth management platform for investment tracking and personalized financial growth insights.

The AI REPORT pick
Other
Productivity
Subscription
Overview
ABOUT

Principal serves as an AI-driven wealth management platform that consolidates your financial information, enabling users to monitor their investments and receive tailored insights for wealth enhancement. Users can link all their financial accounts, keep track of their net worth, and make well-informed financial choices. The platform supports connections with over 11,000 banks and brokerages, delivers AI-generated financial updates, and accommodates multiple currencies.

USE CASE

Productivity

KEY FEATURES
  • Comprehensive account aggregation
  • Investment monitoring tools
  • Tailored financial insights
  • AI-generated financial updates
  • Support for multiple currencies
Pricing
Subscription
$20–$40
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