Q1: What can beginner investors expect from your firm?
Beginning investors can expect a robust platform, with user experience enhancements that make it easy and intuitive to invest. We’re passionate about helping new investors find the right online investing tools for them.
Q2: What can active investors expect from your firm?
Active investors will appreciate the overhauled design of InvestorLine 2.0 – it’s easier than ever to place trades, see meaningful data to help you make decisions, and manage your accounts. We make monthly updates based on user feedback, so we’re always looking to make a positive impact on how clients use the platform.
Q3: What online investing trends do you expect to matter to DIY investors?
Digital is going to be a big space for investors, both in the self-serve category as well as in the advice realm. As more people enjoy the autonomy and freedom of choosing their own investments, we believe having the tools to support that will become more and more important.
Q4: What does user experience mean at your firm?
We’re fanatic about client-centred design. We regularly incorporate user testing and feedback in every step of the product development cycle, and we use client data and feedback to guide us toward what our next updates will bring and how we improve our services.
Q5: What sets your firm apart from your peers?
We believe our holistic investing platform is what really sets us apart. We have a full-featured platform that doesn’t just enable you to place trades, it’s also easy to use without sacrificing customizability, meaning you can truly make the platform your own. More specifically, adviceDirect empowers our clients by allowing them to make their own investment choices, since adviceDirect provides advice that’s customized to each client’s portfolio and goals.
This Q&A was featured in the Look Back / Look Ahead magazine.