Digital Advice Monitor

Tracks 16 Leading Firms

  • Ally Invest Managed Portfolios
  • Betterment Digital
  • Charles Schwab Intelligent Portfolios Premium
  • Charles Schwab Intelligent Portfolios
  • E*Trade Core Portfolios
  • Fidelity Go
  • JPMorgan Chase You Invest Portfolios
  • Merrill Guided Investing
  • Morgan Stanley Access Investing
  • Personal Capital
  • SigFig
  • TD Ameritrade Essential Portfolios
  • UBS Advice Portfolio Program
  • U.S. Bank Automated Investor
  • 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.

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