Asset Management Monitor – Advisor

Formerly Mutual Fund Monitor – Advisor

Launched in 2002, Asset Management Monitor – Advisor was Corporate Insight’s first Monitor Service to track and review the online user experience from the perspective of financial advisors. Using live accounts from active financial advisors, Asset Management Monitor – Advisor gives you an unprecedented look at the online advisor resources offered by your competitors across the asset management industry. These include sales and marketing materials, practice management resources, product and educational resources and more.

Tracks 20 Leading Asset Management Firms

  • AB
  • American Century
  • American Funds
  • BlackRock
  • Eaton Vance
  • Federated
  • Fidelity
  • Franklin Templeton
  • Hartford Funds
  • Invesco
  • iShares
  • J.P. Morgan
  • Janus Henderson
  • John Hancock
  • Lord Abbett
  • MFS
  • OppenheimerFunds
  • Putnam
  • Vanguard

Monthly Research Reports – In-depth reports that focus on key aspects of the online advisor experience including product and educational resources, sales and marketing materials, practice management resources and more. Reports include:

  • Detailed reviews of each Advisor Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Bi-Weekly Updates – Comprehensive review of changes and additions to competitor advisor sites with an emphasis on:

  • Website design and usability
  • Online product and education resources
  • Advisor sales and marketing materials

Monthly Research Report Summary Slide Decks – Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Advisor Website Videos – Go behind-the-login and take a first-hand look at the online resources your competitors offer their advisors.

Advisor Collateral Materials – All materials and communications that we receive are available for subscribers to view or download online. This includes sales materials, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices – Breakdown of the key advisor website features offered by all Advisor Monitor firms.

Analyst Support – Personalized research support from our experienced Advisor Monitor team.

Lauren Roncevic

Director of Research -- Asset Management and P&C Insurance

Lauren Roncevic is the Director of Research for Corporate Insight’s Asset Management Monitor and Property & Casualty Insurance Monitor research services. She has conducted extensive research and competitive benchmarking on the asset management and insurance industries, examining the online platforms and technological innovations that leading firms offer clients, prospects and financial professionals. Lauren graduated from The George Washington University in 2010 with a major in Business Economics & Public Policy and has been at Corporate Insight since 2011.

  • Senior Research Associate: Kseniya Nadtochiy
  • Research Associate: Alicia Mazurek