Digital Advice Monitor

Tracks 16 Leading Firms

  • Ally Invest Managed Portfolios
  • Betterment Digital
  • Capital One Advisors Managed Portfolios
  • Charles Schwab Intelligent Advisory
  • Charles Schwab Intelligent Portfolios
  • E*Trade Core Portfolios
  • Fidelity Go
  • FutureAdvisor
  • Merrill Edge Guided Investing
  • Morgan Stanley Access Investing
  • Personal Capital
  • SigFig
  • TD Ameritrade Essential Portfolios
  • Vanguard Personal Advisor Services
  • Wealthfront
  • Wells Fargo Intuitive Investor

Monthly Updates – In-depth reports that focus on key aspects of the online client and prospect user experience, products, account documents, industry trends and more. Reports include:

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

Quarterly Reports – Comprehensive review of changes and additions to competitor public, client and advisor sites with an emphasis on:

  • Website design and usability
  • Online product and education resources
  • Online marketing practices
  • Client account information and transaction capabilities

Quarterly 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.

Client Website Videos – Go behind-the-login for both website and mobile apps, and take a first-hand look at the online resources your competitors offer their clients.

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

Competitor Summary Matrices – Breakdown of the key client website features offered by all Digital Advice Monitor firms. A matrix comparing products and key fees is also included.

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

Sean McDermott

Project Manager, Consulting Services

Sean McDermott leads Corporate Insight’s research on financial technology (fintech) companies, monitoring dozens of investment- and personal finance-related startups. He was the primary author of the firm’s recent study on this topic, Next-Generation Investing 2015: Digital Advice Matures, and his analysis has been quoted by Barron’s, NPR, Bloomberg, InvestmentNews and several other industry publications. In addition to his fintech research, Sean was one of the lead authors of the April 2014 study The Millennial Shift: Financial Services and the Digital Generation and the May 2015 study The Changing Face of Financial Advice: 2015 and Beyond. Sean has also led custom engagements for several of the firm’s clients on such topics as emerging financial services industry trends, mobile finance, gamification, and innovative user authentication and security techniques. Sean holds a B.A. in Philosophy from Lafayette College.

  • Senior Analyst: Jennifer Butler
  • Analyst: Emily Brinkman
  • Research Associate: Allison Alecci
  • Research Associate: Jackson Arnold