Personal Capital is a financial advice platform that is convinced of the importance of having human interactions as well as a performing digital tool to serve the clients

personalcapital

Country: USA
Year: 2011

Personal Capital is a financial advice platform that is convinced of the importance of having human interactions as well as a performing digital tool to serve the clients
  • The fact that Bill Harris (Former CEO of Intuit and PayPal) is the founder of Personal Capital is a good sign of the success of such a venture. It can certainly be believed that Bill Harris is well-versed with the industry trends
  • BlackRock is a shareholder of Personal Capital
  • The “You Index” feature helps gamify the experience of the user by letting him try to beat the Markets
  • Personal Capital is convinced that customers still want a personalized relationship with an advisor as well as a digitized experience. This is the reason why Personal Capital has a dedicated advisor for each account

Concept

Personal Capital is a free financial advice platform that lets its user aggregate his financial (and investment) accounts in one place

  • Personal Capital targets wealthier people than most of its competitors as the minimum to deposit is USD100k and every customer gets a complimentary consultation with an advisor in order to analyse his current investments and financial situation before using its Wealth Management service
  • It allows the users to have a full picture of his income, spending and investments performance
  • The premium service manages users’ wealth after determining their risk profile. Personal Capital offers then recommendations on their investment assets allocation

Consumer benefits 

  • Personal Capital provides a “You Index” that lets the user compare his performance against the Markets
  • Every account gets a dedicated advisor, that can be reached through video conferencing
  • Personal Capital has a high level of security (with a two-step identification process)
  • It targets wealthier people than its competitors

How to use it 

  • An introduction to Personal Capital by Youtube

https://www.youtube.com/watch?v=mVszPqSUjNY

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