Business Strategy: New Online Retail Investment Tools Emerge, But Are They Helping?

This IDC Financial Insights report highlights some of new approaches and strategies in personal investment that vendors are bringing to market. We define personal investment solutions as a broad category that encompasses financial tracking, planning, education, simulated trading, and portfolio screener solutions to aid individual consumers with their financial needs.

Securities and Investment Management Research Manager Sean O'Dowd states "It is vital for financial firm marketers and retail-facing technology directors to stay informed on the innovative online developments and how consumer preferences are changing or being influenced." Whether at trading firms or other large financial institutions that have considerable trade/retirement/investment offerings, new social platforms and business models continue to aggressively compete with existing client offerings.