Trends Report

What US Mass-Affluent Investors Want From Their Investment Firms' Web Sites

Account And Portfolio Data Remain Most Important

April 9th, 2009
Peter Wannemacher, Principal Analyst
Peter Wannemacher Principal Analyst
Bill Doyle, null
Bill Doyle
With contributors:
Benjamin Ensor , Courtney Tincher

Summary

Mass-affluent investors represent one-third of all US households and control about the same proportion of retail investment assets. Four in five online mass-affluent investors have visited their primary investment firm's Web site, and the majority have used the site's content and functionality, yet these visitors rate just a handful of Web site features as important. Basic features like account balances and portfolio information are rated most important as well as highest in quality.

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