Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform. With compelling functionality that includes a free online portfolio analysis, the advisors website are transformed into a highly interactive and engaging portal to start a financial conversation and enroll clients online.
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Fintastico Team
1 month, 4 weeks
https://www.financial-planning.com/news/state-f...
Fintastico Team
6 months, 2 weeks
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Fintastico Team
1 year, 2 months
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Fintastico Team
1 year, 3 months
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The latest in financial adviser fintech — June 2020 - InvestmentNews
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
Fintastico Team
1 year, 7 months
http://feedproxy.google.com/~r/finovate/~3/7ltM...
Citi Unveils Digital Investment Platform Powered by Jemstep - Finovate
Citi Wealth Builder is the latest addition to the world of digital investing platforms. Launched by Citi this week, the new solution features a low initial investment of $1,500 and no advisory fees for Citi Priority and Citigold clients on their initial portfolios. Citi Wealth Builder is powered by Jemstep, which demonstrated its digital advisory Read more...
Fintastico Team
1 year, 7 months
https://www.crowdfundinsider.com/2020/01/156960...
Citi Unveils Digital Investment Platform “Citi Wealth Builder”
Citi announced on Thursday the launch of its new tool Citi Wealth Builder, which is described as a digital investing platform with professionally managed portfolios that, in a matter of minutes, helps new and existing customers get on track and stay on track to meet
Fintastico Team
1 year, 7 months
https://www.finextra.com/newsarticle/35198/citi...
Citi rolls out digital investment tool
Citi's consumer business has introduced a digital wealth investment tool for clients with as little as $1500 to invest.
Fintastico Team
1 year, 9 months
https://www.financial-planning.com/news/fintech...
Fintastico Team
1 year, 10 months
http://www.americanbanker.com/news/brokers-pitc...
Broker’s pitch to small banks, credit unions: We’ll handle robo advice
A new partnership will let some community banks and credit unions roll out robo-advice platforms without a significant investment of their own.
Fintastico Team
2 years
http://www.americanbanker.com/news/why-bok-fina...
Why BOK Financial gave its robo adviser human backup
In addition to launching an automated investing app, the bank created a dedicated adviser unit to provide personal service to customers when they need it.
Fintastico Team
2 years, 11 months
http://news.google.com/news/url?sa=t&fd=R&ct2=u...
Riskalyze Fintech Report Card: September 2018
Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest news to hit advisor technology in the previous month.