Investment Advisor Experience Research Services

Help advisors deepen their client relationships by enhancing strategic content across digital platforms.

The Investment Advisor Experience Research monthly subscription shows you how the latest technology can help outfit advisors with engaging and effective sales and practice management resources.


How Investment Advisor Experience Research Services Give You an Edge

Our survey-backed research helps you exceed the growing expectations of digital-first advisors through an authentic look at the advisor experience at leading asset management firms in everything from account management and retirement planning tools to prospecting and practice management resources. We can show you the features and capabilities that will give you an edge on the competition.

The Value in Our Deliverables for Investment Advisor Experience Research Services


Experience Reports

Dive deep into monthly qualitative reports that each focus on a key aspect of the advisor digital journey in asset management. Reports regularly benchmark industry leaders with ratings that consider overarching trends and best practices. These in-depth analyses critique aspects including usability, navigation and personalization.


Digital Strategy Updates

Keep your finger on the pulse of the asset management industry with biweekly updates that track all changes to your competitors’ digital advisor experiences. We review prospect and authenticated site capabilities in real time, showing you the revamps, new tools and marketing campaigns that deserve your attention.


Competitor Capabilities

Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the advisor site capabilities of each competitor, we have you covered. Find out which firms offer each feature, then watch videos of how these capabilities have changed over time.


Custom Analyst Support

Custom Analyst Support – We provide personalized support from our dedicated team of Investment Advisor Experience Research analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s advisor offerings? We’re here to give you an edge.

asset management advisor report

Asset Management Monitor: Advisor Competitive Research Report – Fund Profile Pages

Fund product pages allow financial advisors to stay abreast of fund strategies, performance and risk data, expense details and benefits, thereby helping them sell products and manage client portfolios more effectively. According to our 2018 Financial Advisor Survey, detailed fund information is important to all age groups.

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    Success story

    A large asset management firm was interested in understanding the breadth and depth of competitors’ tax resources to inform its own tax center revamp…
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