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Jemstep Launches New Advisor Pro Platform to Help Advisors Accelerate Growth

Submitted by Technology Tools for Today on November 18th, 2014


The Silicon-valley based firm unveils new online client engagement and enrollment platform for advisors at T3 Conference in Atlanta

Jemstep, a pioneer in the online investment advice industry, today announced the launch of its new Advisor Pro platform at the T3 Conference in Atlanta. The new offering provides a robust consumer-centric platform for advisors to engage, enroll and service their clients online. The company also confirmed it has been approved as a partner on TD Ameritrade’s Veo platform, and has integrated with DocuSign to provide a paperless client onboarding process.

Jemstep has been partnering with advisory firms for some time, gaining insights that have helped shape the new offering. “Over the course of the last year, we invested a great deal in understanding advisors’ challenges and pain points, and the corresponding components that our platform should encompass” says Kevin Cimring, CEO of Jemstep. “As a result of that process, I am excited to announce that our advisor platform has evolved into a comprehensive solution for advisors looking to efficiently scale their businesses. The Advisor Pro platform includes customer acquisition, account aggregation, paperless enrolment via DocuSign and deep integration with TD Ameritrade’s Veo platform along with many other features designed to enhance client acquisition and engagement”. 

Jemstep Advisor Pro enables advisors to woo prospects with a free analysis of their current portfolio, including a review of their asset allocation and how their current portfolio has performed relative to the advisor’s recommended portfolios. “These features are designed to increase conversion of prospects into long-term clients”, says Cimring. If prospects like what they see, the next step of client onboarding is made easy through a combination of account aggregation and a paperless enrolment process, which enables clients to smoothly transfer their existing portfolios to the advisor without liquidating their holdings. Clients are kept up-to-date through a client dashboard which lets them track investment performance, view portfolio holdings, access alerts and submit service requests online, reducing costs and creating efficiencies for advisors.

Cimring notes that the account aggregation process also benefits advisors by giving them a view into the client’s full set of accounts, including 401k and other "held-away" assets. “This enables advisors to  appropriately qualify leads, convert current client “held-away” assets into AUM and identify other opportunities to add value”.

T3’s Joel Bruckenstein said he was thrilled that the unveiling of the new service took place at his conference. “We are always looking to add value to the advisor industry by showcasing the best of new technologies for advisors” he said. “We believe Jemstep Advisor Pro is a big leap forward in helping advisors efficiently access mass affluent clients with a compelling online investment and enrollment platform that will enable them to increase assets under management and scale their businesses”.

Simon Roy, President of Jemstep and head of corporate development, says Jemstep believes that the future of advice delivery will be increasingly digital. “Jemstep is dedicated to helping advisors incorporate this technology into their practices. Not only does it help them increase AUM by accessing the mass-affluent market, but it also reduces the time and cost of serving their existing and new clients” says Roy. Our aim is to support advisors with world class technology to free them to focus on the areas in which they can add the most value such as holistic financial planning, and engaging with clients to help them make informed financial and life decisions.” says Roy.

For more information on Jemstep Advisor Pro, visit http://advisorpro.jemstep.com

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