E-Monitor

Launched in 1998, e-Monitor focuses on the mechanics of online trading and research, including private site planning tools, trade tickets, confirms and site security. Using live brokerage accounts, the service offers you a first-hand look at the online account resources, interactive tools, transaction capabilities, news resources and other features your competitors in the brokerage industry provide investors on their websites.

Tracks 18 Top Brokerages

  • Ally Invest
  • Ameriprise Financial
  • Charles Schwab
  • Edward Jones
  • E*TRADE Financial
  • Fidelity
  • J.P. Morgan Chase You Invest Trade
  • Merrill Edge
  • Merrill Lynch Wealth Management
  • Morgan Stanley Wealth Management
  • Raymond James
  • RBC Wealth Management
  • Robinhood
  • 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.

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: Corey Limmer
  • Senior Research Associate: Colleen Boyle
  • Senior Research Associate: Ian Bohontal