Effortlessly onboard high-net worth, millennial and mass affluent clients with seamless, electronic onboarding. Advisor Pro offers client-facing technology to help you scale no matter which client segment you seek to serve.
Jemstep Advisor Pro is designed to work with your investment strategy and model portfolios. We embed your unique value proposition and help you retain your distinction in the market-place.
Jemstep Advisor Pro integrates with firms such as Orion, Salesforce, DocuSign and others to help advisors utilize best-of-breed software providers for execution and back-end processes.
"Advisor Pro's account aggregation functionality allows advisors to view 401(k) and other “held away” assets that they otherwise might not have access to."
"Perhaps alone among the robo advisors, Jemstep has recognized the importance of getting a complete view of the client’s assets, regardless of where they are held"
"Jemstep appears to have the inside track with the robo-advisor-as-RIA-facilitator"
"Jemstep helps advisors find assets normally hidden away, such as those in 401Ks and savings accounts."
"One of Jemstep’s main value propositions is that it integrates easily with Salesforce."
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