Jemstep Honored to Win 2020 Industry Award 

September 2020

Jemstep was named goal-based digital advice platform of the year by

We are honored to receive a Wealthie award for our goal-based digital advice platform. Our success is attributed to our clients, team, and partners for helping to make our platform part of our client firms’ businesses and a place for investors to receive personal advice to reach their financial goals.

Jemstep’s Advisor Pro goal-based investment approach enables investors to set multiple goals, allowing for different risk profiles, portfolios, and thus different expected returns and volatility. Advisors gain greater visibility into their client’s financial goals and profile, helping them deepen client relationships. Accounting for a firm’s service model and with deep integration with a firm’s operating environment, we create a flawless user experience with access to support when and where clients need it.

Now in its sixth year, the Industry Awards (Wealthies) program honors outstanding achievements by companies and organizations that support financial advisor success. “The Industry Awards allow us to recognize the creativity, success and excellence of firms like Jemstep, that serve the final advisor community,” said David Armstrong, Editor-In-Chief of

A panel of fifteen esteemed judges determined the 2020 Industry Award finalists. Winners were then selected based on the impact of their initiatives, considering factors such as scope, scale, adoption, feature set, creativity, and innovation.


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