Ten Must-Have Features For Secure Client Sites Of Investment Firms

Getting the secure client site right is crucial to the success of investment firms today: Web access on a personal computer is overwhelmingly the touchpoint of choice for US investors who want to see what they have or make a trade. Of particular importance to retail investors: account information such as balances, holdings, and performance. Many of the best practice examples today come from traditionally direct firms such as Charles Schwab, Fidelity, TD Ameritrade, and Vanguard. Many advisor-based firms, on the other hand, need to develop the must-have features they don't yet offer, such as portfolio performance reporting. This is an update of a previously published report; we have refreshed this report with updated data and new examples for continued relevance and accuracy.