NEWS

Can WealthTech Bring Focus and Stability to Legacy Businesses?

April 2020

As firms adapt to serving investors remotely, digitizing both the outside and the inside of the business helps them deliver a seamless client experience.  In Financial Planning's InVest West Podcast, hear Jemstep President & CEO Simon Roy share ways digital advice can support advisors and home office teams, both to engage and serve investors with a modern experience as well as to support compliance requirements such as Reg BI.

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