Best Practice Report

The Forrester Digital Experience Review™: US And Canada Mobile Investing Apps, Q1 2023

We Evaluate 12 Mobile Apps In North America

March 24th, 2023
With contributors:
David Hoffman , Aaron Suiter , Jen Barton


Investors use mobile investing apps to research and trade securities, learn about investment trends and issues, and to make financial planning decisions. We evaluated the mobile investing applications of 12 investing firms across the US and Canada to gauge the ease and effectiveness of their functionality and to identify which provide the best practices in user experience. This report lays out where they excel, where they fall short, and how digital executives and their teams can learn from and improve the experiences they offer retail investors.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.