Jemstep Continues to Garner Top Industry Honors for Its Advisor Pro Technology

Share Article

Leading advisor platform, Jemstep Advisor Pro, named winner in the category of Technology Advisor-Support at’s industry award ceremony - Award follows recent win at TD Ameritrade’s VEO Conference for Innovation

We’ve worked hard at architecting the system in a way that enables advisors to easily integrate the benefits of digital client engagement and servicing into the rest of their practice.

Jemstep Advisor Pro, the leading robo-technology platform for advisors, was named winner at the Awards 2015 in the category of Technology Advisor-Support. The awards ceremony, held on Thursday, September 24 at the Mandarin Oriental in New York, NY, recognized forerunners of innovation and leadership in support of financial advisor success.

In making the award, and its panel of judges said that Jemstep Advisor Pro is an “automated platform that makes it easier for advisors to sign up and service clients in a paperless process that embeds integration with portfolio accounting systems and CRMs. The service offers the ability to segment clients, uses the RIA’s own portfolios and investing strategies, and helps with marketing via “drip” email campaigns."

“We are thrilled to receive this honor”, said Kevin Cimring, Jemstep CEO, who accepted the award on behalf of the company. “We’ve worked hard at architecting the system in a way that enables advisors to easily integrate the benefits of digital client engagement and servicing into the rest of their practice. It’s pleasing to see that our approach is resonating with the industry.”

Tina Powell, CEO of recently launched SheCapital which is powered by Jemstep’s technology, confirmed that the integration of Jemstep with services like Salesforce and Orion have made a massive impact on her firm’s ability to segment, onboard and service prospects. “Valuable insights made possible with this technology allow us to better serve the needs of our discerning female clientele,” she says. “Every data set gives us an opportunity to have a very meaningful discussion.”

Beating out respected firms like Betterment Institutional and Envestnet, Jemstep’s award comes on the heels of the company’s other major win - top honors at TD Ameritrade’s Veo Conference in the category of Innovation.

“Our technology is increasingly finding favor in an industry which is grappling with the best approach for leveraging so-called robo-technology as a means to efficiently onboard and service clients.” said Cimring. “I think that what’s appealing to most firms is the recognition that clients still want to speak with a human advisor at some point. Our technology is built around digitizing the client experience but in a way that still enables clients to access an advisor when the time is right. The service also allows advisors to reach out to prospects and clients. At the end of the day, our technology essentially connects people with advisors in a way that provides huge benefits to both parties. It’s a win-win”.

About Jemstep
Jemstep is a leading provider of robo-technology solutions to investment advisors and broker-dealers. Our advisor platform, Jemstep Advisor Pro, helps investment advisors scale their businesses efficiently through harnessing the best practices of robo-technology for client engagement, onboarding and servicing. Established in 2008 and headquartered in Silicon Valley, Jemstep has an established track record of introducing new and multi-patented technologies for the wealth management industry. Jemstep is led by team with over 100 years combined experience in financial management and technology development. For more information visit and follow Jemstep on Twitter: @jemstep.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Timothy Welsh

Email >
Visit website