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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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Jemstep

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.

Website

https://www.jemstep.com/

Contacts

https://www.facebook.com/jemstep

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

https://www.twitter.com/jemstep

Jemstep
  • 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
Jemstep

Companies that integrate with Jemstep

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

DocuSign
DocuSign
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
#Document Management #Content Management
fiserv
Fiserv
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.
#Account Aggregation #Analytics #Risk Profiling #Data&Analytics #Core Banking #Cybersecurity #Lending #Online Banking #Taxes Solutions / Bills / Invoices
Pershing
Pershing
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.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Portfolio Reporting #Retirement Planning #Health Insurance #Lending
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.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
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.
#Custodial Platforms

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Jemstep

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