Personal Capital Case Study - personal capital for pc

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• (1) personal capital website
• (2) personal capital free software
• (3) capital financial software
• (4) personal capital software

CASE STUDY
DEVELOPER
Personal Capital Case Study
Enabling Digital Wealth Management with Envestnet | Yodlee
Aggregation API
Challenge
Customer Facts A key challenge for Personal Capital during its launch was how to build account
aggregation software that would display a complete, instant, and up-to-date view
Personal CapitalTM combines of user's finances in a secure and cost-effective way. Another requirement was
digital wealth management tools to how to get it up and running quickly, with continued support that would enable
with sophisticated, objective Personal Capital to provide ongoing, high quality support to its customers.
advice from registered financial
advisors to help people manage The Envestnet | Yodlee Solution
their money. Its award-winning Personal Capital leveraged Envestnet?| Yodlee?APIs, integration expertise, and
apps enable users to effortlessly expansive site coverage with links to over 15,500 data sources to develop a best-
view their entire financial life in in-class solution. The partnership enabled all of the following: fast time to market,
one place. Personal Capital's up-to-date information for users, top level security, and 24x7x365 support.
team of advisors also leverages Proof Points
technology to work one-on-one Personal Capital has hundreds of thousands of active users. A few years
with investment clients and create after launching, the company is exhibiting striking growth, with assets under
personalized, affordable investing management growing at nearly 10 percent per month. User engagement has
strategies. been stellar; the average user who has linked at least two accounts currently
links over 10 accounts and the average active user logs in 10 times per month.
Industry: Personal Wealth
Management
Headquarters: Redwood City, CA
Year of Partnership: 2011
Product Used: Envestnet | Yodlee
Aggregation API
Global Headquarters: 3600 Bridge Parkway, Suite 200, Redwood City, CA 94065, T: +1 650 980 3600, www.yodlee.com
? 2016 Envestnet | Yodlee.TM All rights reserved. Technology protected by one or more U.S. Patents or Patents Pending. Use subject to license terms. May include materials developed by third
parties. Yodlee and the Yodlee Logo are trademarks or registered trademarks of Envestnet | Yodlee in the U.S. and other countries. All other trademarks mentioned in this document or website are
the property of their respective owners. Yodlee 491 10/16
For more information, go to yodlee.com Envestnet | Yodlee


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