E-Monitor

Launched in 1998, serves as the online complement to our flagship Broker Monitor service. E-Monitor continuously tracks and analyzes the online user experience offered by leading brokerages. Using actual brokerage accounts, E-Monitor offers you a first-hand look at the online account resources, interactive tools, transaction capabilities, education content and other features your competitors in the brokerage industry provide prospective clients and prospective investors on their websites.

Tracks 18 Top Brokerages

  • Ally Investing
  • Ameriprise Financial
  • Capital One Investing
  • Charles Schwab
  • Edward Jones
  • E*TRADE Financial
  • Fidelity
  • Merrill Edge
  • Merrill Lynch Wealth Management
  • Morgan Stanley Wealth Management
  • Raymond James
  • RBC Wealth Management
  • Scottrade
  • TD Ameritrade
  • TIAA
  • UBS
  • Vanguard
  • Wells Fargo Advisors

Monthly Research Reports – In-depth reports that focus on key aspects of the online client and prospective investor user experience including online account resources, education content, interactive tools, industry trends and more. Reports include:

  • Detailed reviews of each E-Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Matrix summarizing your competitors’ offerings

Weekly Updates – Frequent, comprehensive reviews of changes and additions to competitor public and client sites with an emphasis on:

  • Website design and usability
  • Online product and education resources
  • Interactive tools and calculators
  • Client account information and transaction capabilities

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.

Client Website Videos – Go behind-the-login and take a first-hand look at the online resources being offered to clients by competitor firms.

Competitor Summary Matrices – Breakdown of the key features offered on the public and client websites by all e-Monitor firms.

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

Jackie Shroyer

Analyst, Broker and e-Monitor Jackie Shroyer is the Analyst for Corporate Insight’s e-Monitor and Broker Monitor research services. She has conducted extensive research in the brokerage industry, examining the online platforms, customer service capabilities and innovative technological features that leading firms offer current and prospective clients. In addition, Jackie has authored several blog posts on recent startups and innovative trends in the brokerage space. She also contributed to Corporate Insight’s The Looming Problems with Retirement Planners whitepaper published in June, 2016 which analyzes the results of retirement income projection tools offered by 12 institutions. Jackie graduated from Bucknell University in 2015 with B.A. in Economics and Geography and has been a member of the e-Monitor and Broker Monitor teams since August, 2015.
  • Senior Research Associate: Laura Schipper
  • Research Associate: Colleen McGarry