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Salesforce Announces Expansion of Financial Services Cloud with Jemstep as a Digital Advice Partner on AppExchange
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.
Adaptable to fit your technology ecosystem and easy to use for advisors and clients
Meets requirements of top-tier financial institutions
Open investment architecture
Choose the investment products that suit your clients’ needs
Advisor Pro is not another off-the-shelf product. Our dedicated implementation team is focused on your success.
We start with your business needs, to provide a digital solution that evolves your service model
We know the direct-to-consumer channel, but we don’t compete with you
Culture of partnership
From technology to investment management to marketing, we help meet your business needs
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.
User-centric design and enterprise solutions are part of our FinTech expertise
With over 10 years of digital advice experience, we can help you create efficiencies for advisors to focus on client relationships
Stability and expertise
With the financial support and security of Invesco, we can meet a bank’s complex needs, now and in the future