What do you get when you combine online investment advisory with traditional human advisors?
One outcome is Redhawk Online Advisor, a new service made possible due to a partnership between online investment advisory firm, Jemstep, and Redhawk Wealth Advisors, a full-service registered investment advisor.
“We’re excited to add this service to our traditional offering as a way to increase our efficiency as we both broaden and deepen our client relationships,” said Redhawk Wealth Advisors CEO, Dan Hunt. Hunt suggested that clients increasingly expect both online technology and a “personal touch” when it comes to helping them manage their investments.
Simon Roy, Jemstep president, also underscored the way the technology will help advisors better engage their clients. “Our embedded communications platform keeps advisors informed about their client’s use of the service, and helps them reach out to qualitified prospects more efficiently.”
Redhawk Online Advisor integrates seamlessly with Redhawk’s current services for investors. The technology aggregates client accounts, making it easier for advisors to provide better, more “holistic and unbiased guidance” in the words of Redhawk advisor, Michelle Bertram, and provides actionable advice to help clients reach their financial goals.
(Above: L-R. Kevin Cimring, CEO, Matthew Rennie, CTO)
In addition to frequent coverage in both financial
media, Jemstep launched
its Advisor Pro solution in November. The company followed that up with an announcement that it had become a partner on TD Ameritrade’s account management and trading platform, Veo.
With more than 10,000 users, Jemstep is headquartered in Los Altos, California, and was founded in 2008. The company demoed its Portfolio Manager solution at FinovateSpring 2013