“Today’s traditional financial advisory system is broken. Brokerage firms operate under a “one size fits all” approach that marginalizes investment returns and diminishes the client’s visibility and control. Personal Capital addresses the need for a holistic, convenient, affordable and highly customized investment service for today’s investor. At Finovate, the company will demonstrate the full suite of services that will enable investors to view their complete financial picture and work with a financial advisor to create personalized investment solutions.”
Product Launched: September 20, 2011