Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.


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.

  • 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

Companies that integrate with Jemstep

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization.
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.

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Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.