Personal Capital’s iPad App Creates New Model for Digital Wealth Management

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The enhanced iPad app offers new features and smoother navigation, empowering users to take control of their financial lives.

Personal Capital today announced the addition of several new features to its free iPad app, allowing users to access their entire financial portfolio from their tablets.

Available for download in the iTunes app store, the new and improved version of the award-winning app empowers users by showing them a complete, holistic and digital view of all of their investments, transactions, investment fee structures, total cash and cash flow measurements, asset allocation and more. Personal Capital is re-shaping the way that affluent individuals invest, giving them the power to manage their customized portfolios at low cost—from anywhere, anytime.

New features of Personal Capital’s free iPad app include:

  •     The You Index: Enables users to create their own custom financial index comparing their portfolio to major market indices, a unique way to measure performance of a user’s portfolio over time.
  •     Net Worth: Lets users track their net worth when and where they want.
  •     Investment Checkup: Identifies mutual fund fees and potential risks so users can see if they are on par with their financial goals.

Personal Capital is leading the rapid integration of technology across the personal financial space, and is ensuring that smart, digitally savvy investors can have complete access to their financial lives anytime, anywhere, with quality products to guide them to long-term financial success every step of the way.

“People are adopting technology in all areas of their lives, and increasingly so in their financial lives.” says Bill Harris, CEO of Personal Capital. “People have been asking us for more: faster access, clearer advice, deeper analysis and powerful visuals—and we’ve delivered.”

Personal Capital offers a suite of financial service offerings, including real personal advisors and the lowest cost 401K plan in the nation. Personal Capital’s “high-tech meets high-touch” approach makes the company a unique hybrid solution to managing, monitoring and tracking personal finances.

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

Media Contact:
Serena Bartolucci, Group SJR

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