Family Office
Consulting firm names 10 top intermediary websites

Manager portals are rated for content, navigability and user
friendliness. Fidelity Investments has the best online
investment-product portal for financial intermediaries in the in
the asset-management space, according to Kasina, a
market-research firm. Kasina assesses firms' advisor-centric web
offerings across three categories: accessibility of content,
overall quality and ease of use.
The website of Fidelity's Institutional Services Company (FIIS)
placed first out of more than 50 websites operated by asset
managers for the benefit of retail-client-facing advisors because
it provides a "breadth of content across all areas," says Johanna
Willer, a senior with New York-based Kasina.
The list
"Additionally, a new site re-design focused on integrating key
areas of the site -- namely the product and literature areas --
[has resulted in] in a seamless user experience that gives
advisors easy access to key information," says Willis.
The enhancements Willer mentions have to do with her group's
Insight Center, according to FIIS executive v.p. Martha
Willis.
"The Insight Center is part of a site redesign that we
initiated last year with the goal of providing advisors easy
access to information and sales ideas that add value to their
client relationships and help them grow their business, as well
as strengthening our best in class client service," says
Willis.
After FIIS, Kasina's top ten intermediary websites are BlackRock,
American Funds, John Hancock, Vanguard, Franklin Templeton, DWS,
MFS, JPMorgan Funds and -- in a tie for the tenth slot --
OppenheimerFunds and Putnam.
FIIS managed more than $300 billion at the end of June 2008.
-FWR
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