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 Monitorfirms.

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

Erika Fazekas

Senior Analyst, Advisor Monitor and Mutual Fund Monitor Erika Fazekas is the Senior Analyst and head of Corporate Insight's Advisor Monitor and Mutual Fund Monitor research services. She has performed extensive research on the asset management industry, with close attention being given to reviewing online platforms that cater to both investors and financial professionals. Each month she contributes to the Thought Leadership Insights blog series that captures leading economic issues. Erika has a passion for usability and design theory, and uses this framework as a lens in much of her research.She received her M.A in Counseling from Montclair State University in 2014 and opted to pursue a career in research, ultimately starting her tenure at Corporate Insight shortly thereafter.
  • Analyst: Danielle Grenier
  • Senior Research Associate: Kseniya Nadtochiy