As changes occur in the financial advice industry, it is important for asset management firms to position themselves as valuable partners to advisors by providing content-rich, easy-to-use advisor websites.

Using our new Advisor Website Audit and surveys of advisors and investors, CI’s latest white paper, Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive Times, offers insights on how asset management firms can help advisors succeed through strong digital offerings. White paper topics include:

• The website features and functionality that advisors value most
• Areas where asset management firms are struggling to deliver a strong digital experience with advisor-focused websites
• Examples of what asset management firms can do to improve their digital resources

Download your complimentary white paper below!

Interested in our Advisor Website Audit service? Click here to schedule a demo.