News

2018

Salesforce Announces Expansion of Financial Services Cloud with Jemstep as a Digital Advice Partner on AppExchange

As our partnership with Salesforce extends to the AppExchange, Jemstep and Salesforce are making it easier for advisors to engage and serve investors.

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Jemstep Announces Completion of SOC 2 Type 1 Examination

Independent review confirms customer data is handled in safe, secure environment.

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2017

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.

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Jemstep adds KeyBank's Key Investment Services to roster

See how Jemstep is making it easier for KeyBank's Key Investment Services clients to access advice.

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Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference

The combination of Jemstep and Pershing is helping SSG provide advisors a fully functional digital advice platform.

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Wealth Management: Live from T3 – Day Two Highlights

President & CEO Simon Roy suggests that advisors need to make an effort to market new technology to clients and prospects.

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Jemstep Partners with SSG to Offer Advisor Pro to more than 1,500 RIA firms

Jemstep is partnering with Shareholders Service Group (SSG), a brokerage and custodial services firm that works exclusively with independent registered investment advisors.

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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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Tech execs reflect on 2016, look ahead to the new year

Tech execs reflect on wealth management technology in 2016 and predict what will dominate in 2017.

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2016

Pershing Adds Jemstep Robo-Advisor to NetX360

Jemstep collaborates with Pershing to offer Jemstep Advisor Pro, the firm’s advisor-focused digital advice solution, to Pershing’s clients.

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