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Presenter Profile:

How they describe themselves: Personal Capital’s mission is to help people live better financial lives. We’ve built powerful web and mobile aggregation software that enables our users to view all of their accounts in one place. In addition, we combine high tech and high touch to deliver financial planning and investment portfolio management services. Our investment clients work one-on-one with an individual Personal Capital advisor to develop personalized strategies to meet their financial goals. We’re democratizing access to great advice and disrupting the $10T wealth management market in the process.

How they describe their product/innovation: Traditional financial advisors have to manually collect, process, calculate, and report back on a prospect’s financial situation to generate a strategy for presentation. Personal Capital combines its award winning account aggregation and customer-facing user interface with a back office that allows our financial advisors to generate 90% of a proposal with one click, saving hundreds of advisor hours per month and allowing us to make our service both more personal and scalable. Once the proposal is created, the advisor can present and drive the discussion through our own remote sharing capability, viewable on any device.

Product Distribution Strategy: Direct to Consumer (B2C)

Contacts:

Bus. Dev. & Press: Catha Mullen, Bus. Dev. Manager, catha@personalcapital.com,
415-547-8318
Sales: Jeff Davis, Director of Advisory Sales, jeff.davis@personalcapital.com, 415-800-6004