How they describe themselves: Personal Capital is wealth management for the Internet Age. The company’s online platform combines digital technology with highly personalized service to provide a holistic view of your unique financial picture. The free online dashboard presents all of your financial data in one place, including an assessment of your allocation, investment risk and fees. Clients with a minimum of $100,000 in investable assets are eligible to receive highly customized financial advice for a low fee. The company recently launched its iPad app with revolutionary features such FaceTime video chat and a Stock Options Tracker. The company will launch its iPhone app this spring.
How they describe their product/innovation: Personal Capital is demoing its iPad app and previewing its iPhone app at FinovateSpring. Personal Capital believes that individuals should be able to access their financial information anywhere, anytime. The iPad and iPhone apps include never-seen-before features: 1) FaceTime allows the unique ability to communicate “face-to-face” with your financial advisor; 2) the Stock Options Tracker enables entrepreneurs, start-ups, and private investors to monitor private company stock and restricted public equity values, helping them to better understand stock options. The apps are secure, free, and interactive, while allowing for real-time financial updates and asset allocation monitoring, all on-the-go.
Bus. Dev.: Robert Foregger, Co-Founder & Chief Strategy Officer, email@example.com
Press: Emma Starks or Matt Calderone, firstname.lastname@example.org, 415-625-8555
Sales: Kyle Ryan, Sales & Service Director, email@example.com