apatel

Email: apatel@corporateinsight.com

Author's Posts

2012 Gold Monitor Award Winners Series: Brokerage

February 06, 2016 by
The E-Monitor Awards recognize brokerage firms for excellence in the online user experience they offer prospect and clients. Monitor Awards are given out across eight categories including:

2014 Gold Monitor Award Winners: Advisor

February 24, 2015 by
Corporate Insight's 2014 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services.

2014 Monitor Award Winners: Mutual Funds

February 10, 2015 by
The Mutual Fund Monitor Awards recognize leading mutual fund issuers for excellence in the online user experience they offer their prospects and clients. Mutual Fund Monitor Awards are given out across six categories:

2013 Gold Monitor Award Winners: Brokerage

February 06, 2014 by
Corporate Insight's 2013 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services. The E-Monitor Awards focus on online brokerage and are given out across nine categories: • Account Information • Education Center • News & Research • Online Documentation • Online Help • Product Range • Quotes • Trade Tickets • Tools & Calculators

Tuesday Tips – Five Ways Brokerages Can Improve Online Asset Allocation Tools

July 09, 2013 by
For the average investor, portfolio diversification is necessary to protect wealth from market swings. An essential part of portfolio management is allocating assets amongst different investments that carry different levels of risk. To help clients handle the task, online brokerages provide asset allocation tools that help clients determine a target asset allocation model, and then compare their current holdings to the target.