Personal Capital just upped the ante for financial advisers looking to connect with Gen X and Gen Y via mobile devices.
In an email delivered to subscribers today, Personal Capital announced the release of its free iPad app. For full details about the app, view the entry in the iTunes store.
The app delivers a lot of what clients and advisers have seen in the past from other online financial platforms such as Mint.com. Users can view account balances, see investment account allocation, and manage cash transactions in checking, savings, and credit card accounts.
But the potential killer feature of Personal Capital’s iPad app is its integration with FaceTime, the video calling app created by Apple. From the email:
You can also have a conversation with your advisor via FaceTime. It’s one-on-one interaction to help you better understand your financial situation, initiated by a simple screen tap.
Users now have the ability to tap and talk to their personal adviser directly from their iPad. No more phone calls, no more triaging by the front desk manager, no unanswered voice mails. That, I feel, is real disintermediation of financial advice delivery.
How are you prepared to compete?
