If your advisory firm’s value proposition consists of personalized investment advice tailored to your clients’ individual needs, your business might be in trouble.
Today, Personal Capital launched its website where consumers can log in and view a financial dashboard of all their aggregated accounts. Backed by former Intuit chief executive Bill Harris, Personal Capital is the latest effort to deliver personalized investment advice to the masses using scalable web and mobile applications.
I’ve included the introductory video of Personal Capital’s benefits below (click to view on Vimeo.com)
In addition, Jessica Toonkel highlights more details of Personal Capital’s launch, including their proposed fee structure, for Reuters.
Click here to read Internet entrepreneur dives into wealth management at Reuters.com.
