SAN FRANCISCO, CA--(Marketwire - Mar 14, 2012) - 41% of Americans give themselves a C, D, or F on their knowledge of personal finance. 56% do NOT track their expenses. And 76% want advice from a financial professional.1 Now, there's an app for that.
"Never before has your financial life been so up close and personal," said Bill Harris, CEO of Personal Capital. "Touch your net worth. Swipe from account to account. Pinch and zoom your investments. Flick through your transactions. This app takes good financial habits, and makes them fun."
Why do so many Americans feel out of control? Because the Internet has given them instant easy access to almost everything -- except their money. They still have to log in to multiple web sites, call multiple call centers, and visit multiple branches in order to manage their money.
Now, you can see and manage all your money on your iPad:
- Your cash, including categorized historical analysis
- Your investments, including the underlying makeup of your mutual funds
- Your transactions, including credit card charges in near-real-time
- Your debt, including mortgages and credit cards
- Your stock options, including vested and unvested value
"The real driver of long-term financial security is asset allocation," said Harris. "Yet most people don't know what their asset allocation is! Spend a few minutes with our free app, and we'll show you exactly where you stand. I guarantee the results will surprise you."
In addition to the free iPad app, Personal Capital can also provide a personal advisor -- a financial professional to help you understand your financial situation. And from within the iPad app, you can consult directly with your advisor using email, iMessage, or FaceTime video chat. It's like having your advisor with you wherever you go.
As a financial institution -- a Registered Investment Advisor -- Personal Capital can also help manage your money, providing the kind of sophisticated and hyper-personalized wealth management formerly reserved for multi-millionaires.
To download the iPad app for free today, visit PersonalCapital.com/iPad or the iPad App Store.
About Personal Capital
Developed by a team of high-tech and finance veterans, Personal Capital combines technology with personal service to create an entirely new way to manage your money -- all of your money, at all your banks and brokers. Our free service effortlessly gathers all your financial data in one place, and helps you take control of your financial life. To learn more, please call 855-855-8005 or visit PersonalCapital.com.
1 The 2011 Financial Literacy Study, conducted by Harris Interactive for the NFCC in March 2011.
Contact Information:
Media Contact:
Emma Starks or Matt Calderone
212-564-3665
press@personalcapital.com
