Personal Capital & Pershing Advisor Solutions Revolutionizing Traditional Wealth Management

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Personal Capital works with Pershing to streamline the financial advisory process.

Personal Capital Advisors and Pershing Advisor Solutions are working together to make the Registered Investment Advisory business more accessible to clients. With an all-electronic approach to paperwork and account setup, Personal Capital clients can quickly and securely establish advisory accounts.

“Personal Capital bridges the gap between technology and financial services, creating an interactive and personalized experience for customers seeking tools to simplify their financial lives,” says Bill Harris, founder and CEO of Personal Capital. “Our goal is to simplify the money management process for our customers. By working with Pershing Advisor Solutions to make the sign-up process for our investment clients even easier, we are able to save them time and money.”

The strategic initiative between Personal Capital and Pershing Advisor Solutions offers a unique client experience by:

  •     Providing customers with access to a simplified, secure account setup process.
  •     Removing the cumbersome and tedious paper documentation and signature processes to implement clicks and e-authentication for faster service.
  •     Reducing the amount of time for opening and funding new accounts, allowing clients to start building their personal investment strategies right away.

“By making the entire account setup process accessible electronically, customers are now able to open accounts in hours rather than days,” says Karen Novak, Chief Operating Officer of Pershing Advisor Solutions. “We are excited to continue to provide solutions that maximize efficiency for growing advisory firms."

For more information about Personal Capital Advisors, please visit

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Serena Bartolucci

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