Digital Advice Research Services

Improve investor engagement and track digital best practices and innovations.

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


How Corporate Insight’s Digital Advice Research Services Give You an Edge

CI’s Digital Advice Research Services shows you the tools, marketing initiatives and digital capabilities of leading algorithmic-based investing platforms, giving you in-depth analysis of the increasingly crowded industry from the authentic investor perspective. Our research shows you the full breadth of digital advice accounts, tracking the client and prospect digital journeys at leading firms.

Deliverables from CI’s Digital Advice Research Services


Quarterly Reports

Our quarterly reports show you key aspects of the client and prospective investor experience on leading algorithmic-based investing platforms. These reports give you an overview of key industry areas or 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 keep you informed 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

Get 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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