ABOUT JEMSTEP

Jemstep has been a pioneer in the digital advice space since 2008

 

HISTORY

Jemstep is an established FinTech innovator with over 10 years of experience in digital advice. We build and implement end-to-end digital wealth solutions for banks, credit unions, RIAs, broker-dealers, and insurance firms.

Our team of experts across technology, investment management, and client service creatively solve implementation issues and configure the Advisor Pro platform to address a firm’s strategic goals. We advise on marketing to advisors and clients.

Our parent company is Invesco, a global asset manager with over $1.2 trillion in assets (as of 5/31/19). Invesco supports our non-core functions, allowing us to focus and scale Advisor Pro to client needs. We also draw on Invesco’s expertise in data security, compliance, and regulatory requirements. Invesco continues to invest in digital wealth and remains committed to a fully open investment architecture platform with Jemstep. They also provide investment solutions and strategies, as requested by Jemstep customers.

CAREERS

From Silicon Valley to South Africa, India to Atlanta, join our fast-paced, high-growth FinTech firm. We’re always looking for smart, high-energy, positive-thinking, and collaborative team members. We love what we do and who we do it with.

You’ll be directed to the Invesco career site, Jemstep’s parent company, to apply.

CONTACT & LOCATIONS

Los Altos, CA

5150 El Camino, Suite B-16
Los Altos, CA 94022
1-800-995-4246

Atlanta, GA

Two Peachtree Pointe
1555 Peachtree Street, N.E., Suite 1800
Atlanta, GA 30309

South Africa

Johannesburg, South Africa
3rd Floor, 138 West Street
Sandton, Johannesburg

New York, NY

New York, NY
1166 Avenue of the Americas
26th Floor
New York, NY 10036

Want to contact ?
We love to hear from you.

Partnerships:

partnerships@jemstep.com

FAQ

Can I add Advisor Pro to my firm’s systems?

If you are a bank, insurer, credit union, broker-dealer, or RIA, you can add Advisor Pro to your existing technology ecosystem and offer digital advice to your clients. That means no new systems to learn for your advisors or other client-facing staff. Our support services include an experienced implementation team, a playbook, and training, to foster adoption and usage by your advisors and clients. Contact us to learn more.

Can I customize the platform for my firm?

Yes, Advisor Pro offers a white-label online advice platform that can be configured to fit your firm’s service model.

Can we choose our own funds for the target model portfolios?

Yes, you can choose any holdings for your target model portfolios. We can advise on portfolio construction, including risk/return profile and the optimal number of holdings per portfolio.

What is the minimum amount required for an account?

Your firm sets the account minimums. Advisor Pro was designed to add efficiencies to the service model, giving banks and other financial firms a cost-effective way to serve small but growing accounts at scale. Our investment framework was built to solve trading and cost challenges associated with smaller accounts, providing a consistent investment profile regardless of account size.

How does the goal-based approach work?

When they sign up for digital access, your clients answer a brief questionnaire about their financial goals, attitude toward risk, and capacity for risk. Based on their input and your criteria, your clients get instant feedback with a recommended investment portfolio. A dashboard shows progress toward their goals over time, along with informational graphics and suggestions to help reach their targets. Because advice is based on their personal goals, it’s more tangible and engaging. That also leads to deeper relationships and higher satisfaction overall. Clients can map their external accounts to their Advisor Pro profile through account aggregation, for a full financial picture. They can easily transfer those held-away assets into the recommended portfolio, giving them an investment strategy that’s consistent across all of their savings and with their longer-term financial goals.

TAKE THE TOUR

Got a minute? Take a sneak peek and get to know Advisor Pro.

REQUEST A DEMO
In 20 minutes, we’ll show you how Advisor Pro can work for you. Contact us for a demo.