Trends Report

2013 Mobile Wealth Management Functionality Benchmark

E-Trade And Fidelity Lead The Pack

January 16th, 2013
Bill Doyle, null
Bill Doyle
With contributors:
Lily Varon , Benjamin Ensor , Myriam Da Costa

Summary

With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the mobile offerings of five leading firms in the US and Europe using our Mobile Wealth Management Functionality Benchmark methodology. This report will help eBusiness and mobile strategists at investment firms understand what mobile features are being offered today and what constitutes best practice.

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