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Jemstep Advisor Pro App Launches on Salesforce Exchange

Digital advice solutions provider Jemstep announced today that its Jemstep Advisor Pro app is now live on the Salesforce AppExchange. The app can be used by advisors working with the company’s Advisor Pro digital advice platform, and is configured for Lightning and Financial Services Cloud as well as Sales and Service Cloud.

The new app will make it easier for wealth management companies who want to provide more personalized, 24/7 service to their clients. And by leveraging Salesforce, the solution is a boon for Jemstep’s enterprise customers, enabling them to access the data that will drive better, more meaningful engagement with both current and potential clients.

“Jemstep embraces collaborations to unify the digital advice experience for banks, broker-dealers, insurers, and RIAs,” Jemstep President and CEO Simon Roy explained. “Combining the modern, goal-based investing experience of Jemstep Advisor Pro with Salesforce’s extensive CRM capabilities results in an intelligent and scalable enterprise class digital platform for advisors supporting personalized solutions for investors.”

The new app from Jemstep will also help wealth management firms and advisors grow assets under management. The Salesforce integration, for example, gives advisors a broader, more comprehensive view of the investor-customer’s financial profile, including the ability to “engage retail banking clients in wealth management solutions.” As such, the app and integration support a “more targeted and scalable approach” with regards to attracting new clients and reaching out to current ones.

In addition to lower the cost of servicing clients, the Jemstep Advisor Pro app makes it easier for wealth managers to get investor information and data to advisors and back office teams more readily. Being able to onboard new clients in 10 minutes or less is another plus for the platform and app, leveraging straight-through processing and deep custodian integrations to make opening and managing accounts straightforward and seamless.

“We are excited to welcome Jemstep to Salesforce AppExchange and into the Financial Services Cloud ecosystem,” SVP and GM for Financial Services at Salesforce Rohit Mahna said. “We look forward to watching Jemstep continue to build innovative solutions that empower financial advisors to deliver the best client experience.”

Jemstep was founded in 2008, and is headquartered in Los Altos, California. The company demonstrated its Portfolio Manager at FinovateSpring 2013 and, three years later, was acquired by Invesco for an undisclosed sum. More recently, Jemstep has forged partnerships FIs like KeyBank, which deployed the company’s Advisor Pro solution in 2017.