Company Founded: 2008, Los Altos, CA

Product Name:

Advisor Pro

Launch Date:


Questions for Company:

What Does it do?
We provide advisory firms a configurable, white-label platform to engage clients and prospects. As an open-architecture solution, Jemstep supports a wide range of investment product.

How will your product or service advance the wealth management experience or industry?
We provide an engaging digital experience that makes it easy for investors to connect with advisors and to align investment solutions with their needs. Automation -- such as paperless account opening and funding -- simplifies the client and advisor experience and embedded workflow and documentation supports compliance initiatives.

What makes it better than all its competitors?

  1. Flexibility: our platform can be configured to a firms needs, from questions used to assess a clients goals and risk tolerance to channels available to different client segments for advisor access and support.
  2. Operational alignment: integration with third-party technologies and custodians allow firms to deploy our platform within their existing environment, affording speed to market and simplifying adoption across the organization.
  3. Stable partnership: affiliation with Invesco provides Jemstep financial resources for ongoing platform innovation, industry relationships that stengthen third-party integrations, and resources such as practice management and regulatory experts.

Five word mantra or summary?
Digital advice platform for advisors.



Simon Roy
Simon Roy


Matthew Rennie
Kevin Cimring

Key Customers:


Key Investors:

Owned by Invesco

July 11-12, 2017, New York City


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