Corporate Insight is proud to unveil our fifteenth annual Mutual Fund Monitor – Advisor Awards, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepages, Literature Order Systems, Practice Management Resources, Multimedia, Commentaries & Thought Leadership and New or Improved Tools.
As in past years, we assign the Gold Medal to firms that present exceptional offerings within given categories. We award a Silver Medal for firms that offer similar value but lack some of the outstanding attributes and functions of the best offerings. We give the Bronze Medal to firms that offer a unique or noteworthy iteration but do not meet our highest standards for a given category
2. Corporate Insight provides competitive intelligence, consulting and user experience research to the nation's
leading financial, health and education institutions. For more than two decades, the firm has tracked technological
developments in the end-user online experience, identifying best practices in online financial services and
investing, mobile finance, social media and other emerging areas. Corporate Insight offers subscription-based
Monitor services in 14 verticals, including banking, healthcare and alumni relations, along with custom research,
digital capabilities audits, special studies, user research and other consulting services. The firm helps its clients—
including 70% of the financial services firms in the Fortune 500—to remain at the forefront of industry trends and
improve their competitive position.
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3. Corporate Insight is proud to unveil our fifteenth annual Mutual Fund Monitor – Advisor Awards, offering a broad
benchmarking of the advisor websites across six key categories: Advisor Homepages, Literature Order Systems,
Practice Management Resources, Multimedia, Commentaries & Thought Leadership and New or Improved Tools.
As in past years, we assign the Gold Medal to firms that present exceptional offerings within given categories. We
award a Silver Medal for firms that offer similar value but lack some of the outstanding attributes and functions of
the best offerings. We give the Bronze Medal to firms that offer a unique or noteworthy iteration but do not meet
our highest standards for a given category. Changes to rankings and awarded medals from previous iterations of
the same category were predominantly influenced by this year’s site revamps. Additionally, adjustments were made
to grading criteria weights in order to reflect current industry best practices. This year, Vanguard was added to our
lineup of coverage group firms, which also impacted grading and rankings across all categories.
Advisor Monitor Awards
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4. Category Overview
Promote Your Firm’s 2016 Monitor Awards!
Corporate Insight is happy to assist all award-winning firms in promoting their honors. For more
information and for examples of past promotions, contact us at pr@corporateinsight.com.
Advisor Homepages
Literature Order Systems
Practice Management
Resources
Multimedia
Commentaries &
Thought Leadership
New or
Improved Tools