Jemstep by Invesco
@Jemstep
Jemstep helps banks deliver a modern digital investing experience for advisors and clients. For disclosures, visit http://invesco.com/socialmedia
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Exciting news 📢 We’re bringing Jemstep together with market leaders RedBlack, Portfolio Pathway, Intelliflo and i4C to create a new leader in #financialadvice technologies under one global brand: intelliflo. Follow us here @intellifloltd and click below.
Don't forget to follow @intellifloltd, where Jemstep has been brought together with four other #digitalwealth businesses all under one global brand – intelliflo. This is where you can find new updates going forward!
From our team to yours, all our best through the holidays and new year.
We are grateful for our clients and industry as together we help investors through these unprecedented times.
How has the pandemic accelerated existing fintech trends and the evolution of digital advice? Register for the #MMIAnnualConference to hear our take along with the Ezra Group (@craigiskowitz) and @TRowePrice. bddy.me/3d7cDo7
We are honored to be the @wealth_mgmt 2020 award winner for digital advice. Congratulations to all the #WMIA20 finalists for their leadership and innovation. #WEALTHIES #digitaladvice #roboadvice
Today, more than ever, we want to thank our first responders and their families for their resiliency and courage. We remember and honor those we lost on #September11
Happy Independence Day! Although this year’s celebrations may look a little different, we hope your Fourth of July is one to remember.
We are honored to be a @wealth_mgmt 2020 finalist for our goal-based digital advice platform. Congrats to all the finalists! #WEALTHIES #digitaladvice #roboadvice bddy.me/2ZmRVdh
To support the fight against social injustice, we will be joining the movement by pausing our social media communications for today. #BlackOutTuesday
In a new @Invest_Event Podcast, Simon Roy of @Jemstep by @InvescoUS explains the advisor desktop software’s approach to a new digital age in wealth management trib.al/66tQFQE
financial-planning.com
Can wealthtech bring focus and stability to legacy businesses?
As firms adapt to serving investors remotely, digitizing both the outside and the inside of the business helps them deliver a seamless client experience. Listen to The InVest Podcast for ways to support advisors & home office teams.
Jemstep’s Simon Roy discussed the software firm’s enterprise agreement with Infinex and its integration process across its client banks, credit unions, BDs, RIAs and insurers. trib.al/ukb1YBD
financial-planning.com
Can wealthtech bring focus and stability to legacy businesses?
Jemstep is proud to be part of Invesco’s contributions to a healthy environment.
As a global company, we make it our responsibility to sustain a healthy environment. We are proud to partner with @EarthShareGa in support of @nature_ga's mission to provide clean & abundant air, land & water for future generations to enjoy. #GreaterPossibilitiesTogether
We’d like to acknowledge the health care professionals across the globe who are working tirelessly to support our wellbeing in response to the COVID-19 pandemic. #WorldHealthDay
Given the increased importance of availability, timeliness, and stability, we are proud to be backed by Invesco as we support our clients, employees, and communities navigating new challenges. bit.ly/2QXEMnH
Thank you, BISA! We are honored to receive the BISA Technology Innovation Award in #digitaladvice. This award is given annually to companies advancing tech-based solutions for financial services. Learn more about what we offer, bddy.me/2TXmpQv #BISA20
Thanks, #BISA20. We had some great discussions on the digitization of wealth, operational efficiency and optimizing for compliance & Reg BI with our colleagues, clients, and partners. Check out our blog: bddy.me/2Tx4wJv #digitization #digitaladvice #operationalefficiency
Don’t miss these sessions at #BISA20 stacked with industry experts from banks, consultants, and custodians: bddy.me/38q9Dzh
We're working with another great panel for #BISA2020. Come hear our discussion on “The Bank Advisor of the Future” on Thursday at 10:15 a.m.: bddy.me/2VQgaAN
Here’s a sneak peek at what we’re preparing for our #BISA2020 session, “Balancing the needs – Digital wealth solutions that satisfy both client and compliance & risk requirements”: bddy.me/32KP7Iq @gspitzner @citi
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