The Advisor Monitor Awards presented by Corporate Insight recognize financial services firms for excellence in the online user experience they offer prospects, clients and advisors. The eight slide decks in this series highlights the firms in a specific industry within financial services that received Gold Monitor Awards.

1. 2012 GOLD MONITOR WINNERS SERIES
ADVISOR

2. ADVISOR MONITOR
CATEGORY OVERVIEW
1. Advisor Homepage
2. Navigation
3. Practice Management Resources
4. Rich Media
5. Fund Screeners
6. Life Stages

3. ADVISOR HOMEPAGE
BlackRock’s engaging
advisor homepage provides
regularly updated features
such as a live Twitter feed, a
Daily Stat, Weekly Advisor
Tip, and a Chart of the
Week.

4. NAVIGATION
AllianceBernstein’s
redesigned site features an
improved two-column menu
with contextual promotions
and strong organization.

5. PRACTICE MANAGEMENT
RESOURCES
BlackRock provides a full
suite of value-added
resources, many within multi-
stepped outlines that guide
advisors through the process
of using them.

6. RICH MEDIA
Putnam’s Advisor Tech Tips
blog raises the bar for
creative and original rich
media, providing advisors
with strategies to use social
media and tablets in their
business.

7. FUND SCREENERS
The iShares fund screener
provides elaborate filtering
options through four tabs,
and for a simpler tool, the
firm’s main menu contains a
rollover fund filter.

8. LIFE STAGES
MFS combines strong
presentation of facts and
figures relating to life stage
planning through an
excellent layout of resources
and descriptions of how to
use them with clients.

9. Contact Us Connect with Us
Jeff Latzer
Senior Analyst, Advisor & Mutual Fund Monitor Corporate Insight Blog
212-832-2002 x-123
jlatzer@corporateinsight.com
Follow @CInsight
Ben Pousty
Marketing Manager
Follow CI on LinkedIn
212-832-2002 x-134
bpousty@corporateinsight.com
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