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Jemstep Reviews & Product Details

Jemstep Overview

What is Jemstep?

Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.

Jemstep Details
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Product Description

Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.


Seller Details
Seller
Invesco
Twitter
@InvescoUS
219,097 Twitter followers

Recent Jemstep Reviews

Dikhita S.
DS
Dikhita S.Enterprise (> 1000 emp.)
5.0 out of 5
"A Promising Digital Solution for Financial Advisors"
1) Streamlined process 2) Flexibility 3)Strengthening Client engagement
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1 Jemstep Reviews

5.0 out of 5
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1 Jemstep Reviews
5.0 out of 5
1 Jemstep Reviews
5.0 out of 5
G2 reviews are authentic and verified.
Dikhita S.
DS
Senior Analyst
Enterprise(> 1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Jemstep?

1) Streamlined process

2) Flexibility

3)Strengthening Client engagement Review collected by and hosted on G2.com.

What do you dislike about Jemstep?

1) Price

2) Not suitable for smaller firms Review collected by and hosted on G2.com.

What problems is Jemstep solving and how is that benefiting you?

Jemstep was acquired by Invesco Ltd. in 2016. The acquisition allowed Invesco to enhance its digital wealth management offerings, integrating Jemstep’s advanced advisory technology into its services for financial institutions and advisors Review collected by and hosted on G2.com.

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