Source: Benzinga

Jemstep: Advisor Group, Jemstep Launch Fintech Platform For Financial Advisors, Retail Investors

Advisor Group has partnered with Invesco Ltd. (NYSE: IVZ)'s Jemstep to launch an onboarding, advice and data aggregation platform for both financial advisors and retail investors.The platform, set for a fourth-quarter release, offers paperless solutions such as allowing the clients of financial advisors to easily transfer assets from other institutions and to view accounts from other institutions in one screen, according to Advisor Group."The launch of this platform provides our advisors with the technology-enabled tools they need to meet rising client expectations for a wealth management experience that fits their lives, delivered through solutions that maximize accessibility and flexibility," Advisor Group CEO Jamie Price said in a Tuesday ...Full story available on Benzinga.com

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Est. Annual Revenue
$5.0-25M
Est. Employees
100-250
Simon Roy's photo - President & CEO of Jemstep

President & CEO

Simon Roy

CEO Approval Rating

77/100

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