fidelity competitive analysis.pdf

7/24/2019 Fidelity Competitive Analysis.pdf

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1. FutureAdvisor [Recommendations]2. Personal Capitol[Information Visualization, Investment tools]

3. Mint[Aggregation]

4. Morning Start (Investment tools )

5. Google Portfolio Tracker [Simplicity, Fundamental Information on Investment /on-boarding,

Simple Portfolio Summary]

6. SigFig[Information Visualization]

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-./01.23 4 567!8*82.90 8:/.2


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6;

Goal Setting | Fundamental Information on Investment


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Interactive Goal Setting tocustomize portfolio


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Help Center for funInformation on Inv


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8>>*0>82.6;

Income + Spending + Debt + Investment


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Investments + Debit + Credit


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Investments + Debt


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>:./8;50

Recommendation tools | Personal Advisors


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Buy/ Sell Recommendations


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Personal Advisor


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.?,#"@AB#? 9C(%ADCEAB#?

Graphs and Charts


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Mint VS. Personal Capital


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fidelity competitive analysis.pdf

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