Time to read: 3 min 2017 was the year when financial technology, or “fintech,” made industry headlines. After such a year of chang...
Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way financial advisors run their businesses. Our platform allows advisors to prospect for and serve clients more efficiently, and to use the latest digital technology to deliver their valued advice.
We designed Jemstep Advisor Pro to integrate seamlessly within an existing business, configured to work hand-in-hand with native systems and workflows to drive practice efficiency and increase enterprise value for financial advisors.
Jemstep has been at the forefront of digital innovation with a proven, four-year track record of delivering real value.
We designed Jemstep Advisor Pro to meet the evolving needs of investors, enriching their experience and strengthening their connectivity with advisors.
- Risk assessment
- Account aggregation
- Personalized analysis
- Guided, segmented adviser offerings
- Smart electronic onboarding
- E-signatures and delivery
- Status tracking
- Investors presented with portfolio endorsed by the
- Transparent holdings and asset allocation
- View and manage accounts online
- Easy-to-use dashboard
- Status updates on account activity
- Self-service capabilities
- Web chat for convenient way to connect with advisors
Advisors use the open-architecture Jemstep Advisor Pro platform for:
Key Investment Services (KIS) and Jemstep partner to deliver an in-market digital advice platform to select clients in 2017.
Advisor Group partners with Jemstep to deliver digital onboarding, advice and data aggregation platform for financial advisors and their clients.
Cerullis study says 1/3 of advisory firm execs plan to outsource tech to “robos” like Jemstep.
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