Digital Advice Research Services

Improve investor engagement and track digital best practices and innovations.

The Digital Advice Research Services monthly subscription gives you a first-hand look at the resources and tools leading firms use to differentiate algorithmic investing experiences.

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How Our Digital Advice Research Services Give You an Edge

Digital Advice Research Services tracks tools, marketing initiatives and digital capabilities of leading algorithmic-based investing platforms, offering our subscribers an in-depth analysis of the increasingly crowded industry from the authentic investor perspective. Our research examines the full breadth of digital advice accounts, tracking the client and prospect digital journeys at leading firms.

The Value in Our Deliverables for Digital Advice Research Services

Best Practice Reports

Our quarterly reports examine key aspects of the client and prospective investor experience on leading algorithmic-based investing platforms. These reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.

Digital Strategy Updates

Keep your finger on the pulse of the digital advice experience with monthly updates that track all changes to your competitors’ digital interfaces as they happen. Leveraging our team of investor panelists, we review changes in real time, showing our subscribers the latest revamps, new tools, marketing initiatives and educational resources.

Competitor Capabilities Tracking

Whether you need a point-by-point comparison of the digital advice industry across hundreds of categories or full videos of competitors’ authenticated site capabilities, we have you covered. Discover which firms offer each feature and watch videos to see how these capabilities change over time.

Custom Analyst Support

We provide personalized support from our dedicated team of Digital Advice analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s digital experience? We’re here to give you an edge.

Digital Advice Monitor Awards

Digital Advice Awards Report, detailing the best features of robo advisor offerings and functionalities across seven key areas. In our analysis, we review the following offerings and capabilities for the 16 firms in the Digital Advice Monitor coverage group: Product Offering; Investor Questionnaire; Account Information; Goal Progress Tracking; Holistic Portfolio Analysis; Fund & Account Transfers; and Mobile Capabilities.

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Success story

A major financial firm was launching a new digital advice product, following a significant marketing rollout campaign. One of our clients needed to make a presentation to its board of directors to lay out any potential competitive gaps with this competitor’s product and its own robo advice product. The Digital Advice Research Services team quickly provided full details on product specifications—investment minimums, fees, costs of underlying expense ratios per portfolio—and identified unique features of the competitor’s authenticated site experience. Our team was also able to highlight points of differentiation that the client used to drive the conversation with its board.