Shareholders Service Group to offer Jemstep Advisor Pro to RIAs

Digital advice platform will be available to more than 1,500 RIAs.
FEB 17, 2017
By  Bloomberg

Jemstep Advisor Pro, a client engagement and investment management tool, is being made available to the more than 1,500 RIA firms that do business with Shareholders Service Group, Jemstep's parent, Invesco, said in a press release. The Jemstep digital advice platform combines client engagement, onboarding and servicing technology with investment management capabilities, Invesco said. SSG provides brokerage and custodial services exclusively for independent registered investment advisers. "We have worked closely with SSG and its clearing and custody partner, Pershing LLC, to seamlessly integrate our client onboarding and servicing flows," said Simon Roy, president of Jemstep. ​

Latest News

Why the off-channel comms problem is far from solved
Why the off-channel comms problem is far from solved

Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."

FINRA penalizes another broker dealer for social media miscues
FINRA penalizes another broker dealer for social media miscues

FINRA has been focused on firms and their use of social media for several years.

Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney
Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney

RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.

Cantor Fitzgerald to acquire hedge fund unit from UBS
Cantor Fitzgerald to acquire hedge fund unit from UBS

The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.

Navigating life’s big transitions for women clients
Navigating life’s big transitions for women clients

Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.