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 19 Leading Asset Management Firms

  • AB
  • American Century
  • American Funds
  • BlackRock
  • Columbia Threadneedle
  • Federated
  • Fidelity
  • Franklin Templeton
  • Hartford Funds
  • Invesco
  • iShares
  • J.P. Morgan
  • Janus Henderson
  • John Hancock
  • Lord Abbett
  • MFS
  • PIMCO
  • 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 Asset Management Monitor – Advisor 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 Asset Management Monitor – Advisor firms.

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

Jen Butler

Jen Butler is the Director of Research for Corporate Insight’s Asset Management, Brokerage & Digital Advice Monitor services. As Director, Jen leads Corporate Insight’s subscription research teams and contributes to custom consulting opportunities within the brokerage and asset management industries. Jen has been cited in various publications, including Ignites and Fund Intelligence and has conducted extensive research on industry topics, such as account opening and onboarding, communication strategies, competitive benchmarking, and industry trend analysis. In her tenure as Digital Advice lead, Jen developed CI’s Digital Advice Audit; a comprehensive industry benchmarking service that evaluates competitors’ automated investing platforms. Jen graduated from Northeastern University in 2012 with a Bachelor’s in Media Studies.
  • Senior Research Associate: Kseniya Nadtochiy
  • Senior Research Associate: Alicia Mazurek