When asked for his opinion on how Personal Capital differs from the very popular, an inevitable comparison made by most non-advisers and even some advisers, Mr. “That’s why I call our application a remote control for your money,” he said. “Many customers want to see their entire financial lives all in one place and be able to make things happen from that one place to view and do,” said chief executive Bill Harris in an interview. In addition to these features users can monitor their current income and spending and compare it to prior months as well as track their investments including IRA, 401(k) and 529 accounts. Prior to this clients could check account balances, see recent transactions on all their bank, credit card and brokerage accounts and monitor cash flow but not actually transfer funds between accounts.
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