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.
- Advisor-branded
- 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
advisor
- 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:
KeyBank’s Key Investment Services (KIS) Partners with Jemstep
Key Investment Services (KIS) and Jemstep partner to deliver an in-market digital advice platform to select clients in 2017.
What trends will shape ‘fintech’ in 2018?
We expect advisors’ use of financial technology to grow, allowing them to more efficiently serve investors.
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How to add a robo without cannibalizing human advice: Cerulli
Cerullis study says 1/3 of advisory firm execs plan to outsource tech to “robos” like Jemstep.
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Latest blog posts
What trends will shape ‘fintech’ in 2018?
Posted by Simon Roy, President and CEO, Jemstep on December 13, 2017Time to read: 3 min 2017 was the year when financial technology, or “fintech,” made industry headlines. After such a year of chang...
Autonomous vehicles have arrived
Posted by Dave Dowsett, Global Head of Innovation, Disruptive Technology and Strategy on September 06, 2017Science fiction is real. In October of last year, a self-driving semi in Colorado carried over 2,000 cases of beer from Fort Colli...
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