Sep 21, 2016
How Personal Capital got a stunning $1-billion AUM boost in six months -- after gathering its first $2 billion over six years
CEO BIll Harris says part of the secret is hiring human advisors to stoke referrals
Tag
Advisor Software
4 articles
Articles tagged "Advisor Software"
Sep 15, 2015
Almost lost in the robo shuffle, Personal Capital, in its 'special category,' is winning as told by an overlooked metric: revenues
Silicon Valley pioneer Bill Harris is struggling to goose the faltering free-to-premium conversion rate while keeping a weather eye on the big guys barging onto the field
Oct 11, 2011
Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product
Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan