DIGITAL ADVICE FOR BANKS
We team with banks and other financial services firms to bring a superior digital investing experience to life for their advisors and clients.
As a leader in digital advice, Jemstep provides a modern solution for banks to offer goal-based investing to clients. Our Advisor Pro service supports home offices, advisors, and end-clients, with an integrated digital advice platform that spans the full advisory lifecycle.
WHAT MAKES US UNIQUE
Our singular focus is to help you grow assets under management and lower costs to serve all clients — with a modern digital investment solution.
Bank-grade advice platform
Goal-based approach to wealth management plus deep analytics give banks a path to deeper client relationships.
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Seamless integration
Adaptable to fit your technology ecosystem and easy to use for advisors and clients
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Data security
Meets requirements of top-tier financial institutions
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Open investment architecture
Choose the investment products that suit your clients’ needs
Forward-looking partners
Advisor Pro is not another off-the-shelf product. Our dedicated implementation team is focused on your success.
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Strategic input
We start with your business needs, to provide a digital solution that evolves your service model
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Customer insights
We know the direct-to-consumer channel, but we don’t compete with you
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Culture of partnership
From technology to investment management to marketing, we help meet your business needs
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FinTech know-how
Our analytics and insights leverage the branch network to increase adoption and usage by advisors and clients
Innovative & experienced
Our drive to innovate is supported by our parent company Invesco, a global asset management firm.
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Proven innovation
User-centric design and enterprise solutions are part of our FinTech expertise
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Practical ingenuity
With over 10 years of digital advice experience, we can help you create efficiencies for advisors to focus on client relationships
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Stability and expertise
With the financial support and security of Invesco, we can meet a bank’s complex needs, now and in the future
