Jemstep, Inc. provides a digital solution for investment advisors. Based in Silicon Valley, it is one of the first digital solutions on the market designed for advisors.
Jemstep Advisor Pro offers a consumer-friendly online experience for RIAs, IBDs, banks and insurers that reflect their branding and messaging. With compelling functionality that includes a free online portfolio analysis, the website is transformed into a highly interactive and engaging portal to start a financial conversation and enroll clients online.
Jemstep is a wholly owned indirect subsidiary of Invesco Ltd.
At Jemstep we provide extensive support to make sure you understand the product and services available on the platform. For more information, please contact us at firstname.lastname@example.org.
One of the onboarding specialists at Jemstep will reach out to you to start the easy five-step onboarding process. They will review in detail all the information you need to get started and completed with your Jemstep Advisor Pro instance.
Jemstep Advisor Pro offers a white-labeled online advice platform that is fully customizable to fit your practice.
Jemstep is the technology provider for the advisor and does not come in contact with the investor. The relationship is between the advisor and the investor.
Jemstep Advisor Pro offers one free target model portfolio update per quarter. Additionally, we offer one free ADV update per year. All other changes will need to be reviewed and may be charged at standard development rates.
Jemstep Advisor Pro offers competitive pricing to set up an instance. For more information, please contact Jemstep at email@example.com.
The platform is setup to support both ACAT and ACH transfers.
Jemstep Advisor Pro is designed to accommodate custom models chosen by the advisor. We also offer a range of models curated by industry leading investment managers.
Jemstep will allow you to set the minimum for investors to open accounts.
The advisor will receive notification from their custodian when an account has been opened. Each custodian has a different process for the account opening process.
The advisor will receive notification from their custodian when an account has been opened and transfer is complete. An advisor can start executing trades once the transfer has been completed.
Yes, the platform is designed to open up multiple types of accounts. The joint account holder will be required to electronically sign any account opening paperwork to successfully open the account.
Advisors have the option to use any type of financial planning tool. Please contact us to discuss the options available.
Jemstep currently integrates with Salesforce. We are in development with other CRMs at this time.
Pershing LLC, Pershing Advisor Services (PAS), TD Ameritrade and Shareholders Service Group (SSG).
We would be more than happy to discuss other applications that are not listed.
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