Jemstep.com Website Review

Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way financial advisors run their businesses. Our platform allows advisors to prospect for and serve clients more efficiently, and to use the latest digital technology to deliver their We designed Jemstep Advisor Pro to integrate seamlessly within an existing business, configured to work hand-in-hand with native systems and workflows to drive practice efficiency and increase enterprise value for financial advisors. . LEVERAGING AWARD-WINNING EXPERTISE AND DE*P INDUSTRY KNOWLEDGE. Jemstep has been at the forefront of digital innovation with a proven, four-year track record of delivering real value. We designed Jemstep Advisor Pro to meet the evolving needs of investors, enriching their experience and strengthening their - Investors presented with portfolio endorsed by the   advisor - Transparent holdings and as*et allocation - View and manage accounts online - Easy-to-use dashboard - Status updates on account activity - Self-service capabilities - Web chat for convenient way to connect with advisors Advisors use the open-architecture Jemstep Advisor Pro platform for: Increase conversions with an engaging online experience designed to digitally onboard prospects. Easily create relationships with the family of clients to meet their investment needs ahead of a wealth transfer event. More visibility into held-away accounts allows clients to effortlessly transfer as*ets, de*pening share of wallet. Allows advisors an easy way to digitally prospect for and onboard clients. Full integration with existing systems, streamlining work flow and reducing the cost to serve clients. Jemsteps multi-tier investment offering suits a broad range of client needs with the click of a bu*ton. Provides a repeatable, consistent process that ensures you are compliant with the latest requirements. Key Investment Services (KIS) and Jemstep partner to deliver an in-market digital advice platform to select clients in 2017.