Jemstep - INSART

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Jemstep

Analytics, Portfolio Management, Security

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About

We team with banks and other financial services firms to bring a superior digital investing experience to life for their advisors and clients.As a leader in digital advice, Jemstep provides a modern solution for banks to offer goal-based investing to clients. Our Advisor Pro service supports home offices, advisors, and end-clients, with an integrated digital advice platform that spans the full advisory lifecycle.

Contacts

https://www.jemstep.com/

https://www.facebook.com/jemstep

https://www.linkedin.com/company/jemstep-inc.

https://www.twitter.com/jemstep

Products / Services

Goal-based process Personalized portfolio recommendations based on client goals
Integrated with current systems Adapted to your systems, for easy, seamless adoption and use by advisors and clients
Open investment architecture You select investments: proprietary, white label, model portfolios, or externally managed
Value-added services Marketing and analytics support, to increase adoption and usage, initially and ongoing
Custodian integration Electronic account opening, with reduced errors, greater speed, and more efficiency
Client analytics Systematically identifies opportunities in assets held away via account aggregation
Data security For bank requirements, including encryption and SOC 2 Type 2.
End-to-end efficiencies From eSignatures to reduced monitoring and IT management
Built for banks Including single sign-on, pre-populated forms, and compliance-approved process
White labeled Deliver your branded client experience and control your investment decisions and data

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Partnership

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