Best Practice Report

Best Practices In US Mobile Investing Functionality

The Industry Has Far To Go To Meet The Holistic Needs Of Younger Investors

December 7th, 2017
DJ
Davis Janowski
With contributors:
Benjamin Ensor , Mike Chirokas , Sam Bartlett

Summary

With expectations rising and substantial business at stake in landing and retaining 87 million US Millennial investors, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester reviewed the mobile offerings of six leading US investment firms. This report will help digital business strategy professionals at investment firms understand what mobile features are being offered today, what constitutes best-practice, and what needs to be added.

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