Jemstep

Invesco Jemstep will combine Invesco’s broad investment management expertise and Jemstep’s digital technology leadership to deliver a comprehensive solution that seeks to help financial advisors meet evolving client needs.

Invesco Ltd. has acquired Jemstep, a market-leading provider of advisor-focused digital solutions. An early and innovative entrant into digital advice, Jemstep was one of the first digital platforms to focus exclusively on helping advisors deliver professional advice to their clients online. The Jemstep platform enables wealth management home offices and their advisors with a full suite of technology solutions that are highly flexible, customizable and easily integrated into existing systems.

TD Ameritrade Institutional Names Advyzon, Jemstep and MoneyGuidePro as Winners of the 2015 Veo® Integrated Awards

To help independent registered investment advisors (“RIAs”) keep pace in an era of accelerating technology change, TD Ameritrade Institutional¹ has pursued a unique strategy of collaboration, harnessing the innovative and cutting-edge work of an entire community of technology leaders through its Veo Open Access vendor network.

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.

Joel Bruckenstein recently had an opportunity to chat with Tom Nallly, the President of TD Ameritrade Institutional, about his take on robo-advisors and how his firm is positioning their technology to help advisors compete in a world of rapidly evolving technologies. Bruckenstein has known Nally for a number of years, and says Nally has always been a straight shooter, which tends to make for interesting interviews. This one was no exception.