Jemstep is transforming the way investment advisors run their businesses by providing the best of robo-technology for client engagement, onboarding and service delivery.
Connect, engage and service your clients, online.
Jemstep Advisor Pro is an online client enrollment and engagement platform that helps you attract more clients, increase your AUM and service your clients more efficiently.
Attract prospects with modern online experience
Jemstep Advisor Pro offers a consumer-friendly onboarding experience for your clients. Incorporating your branding, Jemstep gives you the fresh online presence expected by today’s investors, from millennials to high-net worth clients.
Access "held-away" assets
With embedded account aggregation, Jemstep Advisor Pro encourages clients to link all of their accounts, including 401Ks and other "held-away" assets. Accelerate your growth by viewing and converting "held-away" assets to AUM.
Engage and convert prospects with free analysis
Convert more prospects with a free analysis of their current portfolio, designed to highlight your investment strategy and model portfolios.
Onboard more clients with paperless enrollment
Our electronic on boarding and client enrollment experience is so simple that clients can onboard themselves. We've simplified the process via Docusign integration allowing for electronic account opening and ACAT transfers.
Enhance client relationships
Compliment your “real-world” relationships with automated online best practices for nurturing existing clients and converting prospective clients. Includes a client service portal to track performance, review holdings and deal with many service requests online.
Streamline your workflows
Jemstep integrates with your existing practice resulting in less complexity and increased operational efficiencies. We integrate with CRM such as Salesforce and other back-end technologies to help you scale your business as never before.
Our aim is to accelerate your growth
Jemstep is led by a team of experts with over 100 years’ combined experience in financial management and technology development, with an established track record of introducing new and multi-patented technologies for the wealth management industry. Let us help you accelerate your growth.
Your business. Our technology. The best of both worlds for your clients.
Join the growing list of advisors benefiting from our technology.
"broaden and deepen client relationships"
"...combines the power of a personal relationship with the online technology clients are coming to expect. We’re excited to add this service to our traditional offerings as a way to increase our efficiency as we both broaden and deepen our client relationships.” Dan Hunt, CEO, Redhawk Wealth Advisors.
"ability to tightly integrate"
“The high calibre of the advice Jemstep provides, along with the ability to tightly integrate with our plan, creates a perfect complement to our 401k plan offering.” Tom Zgainer, CEO, America’s Best 401k
Jemstep is integrated with TD Ameritrade Institutional Veo.
Jemstep is integrated with DocuSign.
Latest news: Jemstep grabs the limelight at T3 Conference in AtlantaRIABiz
Jemstep Advisor Pro has many additional features and benefits. To learn more, please submit the form below and we will be in contact with you to arrange a demo
Copyright 2014. Jemstep, Inc. All rights reserved.
TD Ameritrade, Inc. and Jemstep, Inc. are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Jemstep Inc’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Jemstep, Inc. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.