Standout features of 10 robos aimed at advisory firms
Jemstep Advisor Pro
Invesco Ltd. purchased Jemstep, one of the original automated advice platforms for financial professionals, in January and created Jemstep Advisor Pro.
It integrates with some of the advisory industry's top tech vendors like Orion, Salesforce and DocuSign, and allows advisers to imbed their own investment strategies and model portfolios into the technology.
It hasn't announced any of its clients.