Portfolio Management Software - Secure Your Retirement at Jemstep

You worked hard for your retirement savings.

Keep more & make the most of it with Jemstep.

All you need to know.

Get a FREE analysis of all your current accounts and expert, unbiased advice to invest better.

Exactly what to do.

A clear-cut, easy-to-follow action plan: what to buy, sell, and hold.

For your complete portfolio.

No need to change accounts. Works with your existing accounts, including your 401(k).

Designed to maximize your retirement income.

Without exposing you to undue risk. Jemstep projects how much money you will have, and how you can do better.

Understand how to optimize your full portfolio.

Based on your income, years to retirement, and assets in all your accounts—individualized advice you won't get from most advisors.

Know what to buy and sell.

Step-by-step guidance tells you exactly what to do. Plus, explains why Jemstep recommends each change, including tax and fee savings.

Manage all your accounts in one place.

Get alerts when it’s possible to improve your portfolio as the markets or your situation changes.

Three easy steps to better investing.

Answer a few questions about you and your goals, and link your investment accounts to Jemstep.

Get a comparison of your current portfolio and your ideal portfolio, and an Action Plan for building it.

Make adjustments as needed to stay on track—Jemstep tells you how with updates and alerts.

What the press is saying.

"advice is objective and untainted by any third-party influence"

"a truly objective, simple, ultrasmart retirement-planning tool …"

"advice is objective and untainted by any third-party influence"

"a truly objective, simple, ultrasmart retirement-planning tool …"

"the best practices of private wealth management combined with the best analytics and investing theory"

"recommends how to invest 401k savings based on [your] entire portfolio"

"advice is objective and untainted by any third-party influence"

Stay with your broker. Works with these financial institutions and 1,000's more.

Proven Methodology.

Based on Nobel Prize-winning economic research and patented technology, Jemstep Portfolio Manager makes it easy to manage your investments like an expert.

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Private. Safe. Secure.

Jemstep employs bank-grade security to safeguard your information. As a read-only system, Jemstep allows no one to move money in or out of your accounts.

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