Personal Capital’s iPad App Keeps Track Of Your Total Financial Picture (Demo)

Former Intuit and PayPal CEO Bill Harris launched his latest company, Personal Finance, last September. Today, he is launching the Personal Capital iPad app. In the video above, he gives a demo of the app.

Personal Capital is like Mint for your finances. It shows you a picture of all your financial accounts, from banks to brokerages, and helps you get a handle on your total financial portfolio. It takes all of your financial details and boils them up into simple charts displaying your asset allocation across all your accounts. The iPad app is filled with interactive charts that you can swipe and drill down into. It even includes ways to visualize how much your stock options are worth.

“It is more and more clear that most American households financially are out of control,” says Harris. Simply seeing where all your money is across various accounts is the first step to gaining back control. Customers get the data analytics for free, but Harris is betting that a significant portion of them will opt into letting Personal Capital manage some of their money. The company is a registered investment adviser and employs financial advisers who are available by phone or Web. Now, with the iPad app, you can even do Facetime sessions with your adviser.

Since launch, a total of 10,000 people have linked their accounts to Personal Capital, which is now tracking more than $2 billion worth of assets. A small portion of those people have signed up for the paid investment advisory service. Harris is going after affluent Americans who have assets to invest but are below the threshold of most financial advisers or who simply want better data and a digital dashboard for their finances.

8 thoughts on “Personal Capital’s iPad App Keeps Track Of Your Total Financial Picture (Demo)

  1. Nice video man I just have one massive quieostn that i need to know asap so my imac is in my bed room and say my ipad is with me at my friends place would i still be able to access my mac? or am i only allowed to access my mac when im at my house? plz answer asap once again nice vid

  2. We’re a gaggle of volunteers and opening a new scheme in our community. Your web site provided us with helpful information to work on. You have performed a formidable process and our whole group can be thankful to you.

  3. The Pumpkin Wizard provides template patters by theme.
    s young enough to have less competition but it also has enough traffic to get you the
    sales you need. And distortions in the template are what manifest
    into brain imbalances in the biological system.

  4. Consequently if you’ve heard about Tribe Pro and looking to find out what it is and how it can increase your web site rankings, you’ve landed on the right page.
    One more cause you may want to increase your Page – Rank is due to the fact you want to promote advertising
    placements or weblog opinions and discovered that the increased the PR of your site, the more dollars you can cost.
    If you sell products or a business opportunity, your first sale within the next 24 hours after implementing it will make it all worthwhile.

Comments are closed.