Online Brokerage Research Services
Improve investor engagement and track digital best practices and innovations.
The Online Brokerage Monitor monthly subscription gives you a first-hand look at the online resources and tools leading firms use to engage digital-first investors.
How Our Online Brokerage Research Services Give You an Edge
Online Brokerage Research Services tracks the trading and research experiences of leading online self-service and hybrid brokerage firms, offering our subscribers an in-depth analysis of the industry from the authentic investor perspective. Our research examines the full breadth of brokerage accounts, covering online account resources, interactive tools, transaction capabilities and marketing initiatives. As the brokerage industry faces high investor expectations amid commission-free trades and funds, extended hours trading and expanded digital advice offerings, a subscription with Online Brokerage Research Services helps our clients stay ahead of the field.
We track the latest planning tools, trade tickets and site security updates to identify pain points and improvement opportunities. Our research team leverages decades of digital experience, established UX best practices and our diverse panel of investors to help firms provide standout online experiences.
The Value in Our Deliverables for Online Brokerage Research Services
Best Practice Reports
Our monthly reports examine key aspects of the client and prospective investor experience for online brokerage firms. 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 online brokerage experience with weekly updates that track all changes to your competitors’ digital experiences as they happen. Leveraging our team of investor panelists, we review changes in real time, showing our subscribers the latest revamps, new tools, transaction capabilities and educational resources.
Competitor Capabilities Tracking
Whether you need a point-by-point comparison of the online brokerage industry across hundreds of categories or full videos of competitors’ client 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 Online Brokerage analysts to help you dig deeper into your competition. Have an ad-hoc question about a competitor’s client experience? We’re here to give you an edge.
E-Monitor Comparative Analysis Report – Secure Site Navigation
Given the depth of account data and range of features available on most modern brokerage websites, firms must design their navigational structures in a way that prevents inefficiency and clutter. The ability to navigate through an online brokerage platform quickly and easily is highly important to self-directed and advised investors alike
Success story
An Online Brokerage Research Services subscriber leveraged our research to respond to a competitor’s enhanced trading capability…
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