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.
