CI WRITTEN NAME

Automated Investing Monitor Research Services

Improve investor engagement and track digital best practices and innovations.

CI’s Automated Investing Monitor research service gives you a first-hand look at the resources and tools leading firms use to differentiate algorithmic investing experiences.
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How Corporate Insight’s Automated Investing Monitor Gives You an Edge

CI’s Automated Investing Monitor 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 automated investing accounts, tracking the client and prospect digital journeys at leading firms.

Deliverables from CI’s Automated Investing Monitor

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Quarterly Reports

Our quarterly deep-dive 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.
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Digital Strategy Updates

Keep your finger on the pulse of the automated investing 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.
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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.
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Custom Analyst Support

Get personalized support from our dedicated team of Automated Investing Monitor 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.
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Automated Investing Monitor: Comparative Analysis Report

Account detail pages provide investors with the transparency and granular information necessary to monitor automated portfolios and build trust in algorithm-driven investment management. This report analyzes the secure site account detail pages offered by 11 of the 13 firms in the Automated Investing Monitor coverage set.

Access the sample Automated Investing Monitor report.

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Investing Industry Insights

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