Then, Personal Capital took the stage to launch its One Click Investment Proposals:

“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.”