Paperlessly onboard high-net worth clients, millennials and other market segments. Advisor Pro offers automation across your entire firm to help you operate efficiently, reduce overhead and scale like never before - 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 has integrated with software firms such as Orion, Salesforce and DocuSign to help advisors utilize their existing back-office processes while adding awesome client facing engagement and onboarding capabilities.
"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."
See how we can accelerate your growth