Shareholders Service Group to offer Jemstep Advisor Pro to RIAs
Digital advice platform will be available to more than 1,500 RIAs.
Jemstep Advisor Pro, a client engagement and investment management tool, is being made available to the more than 1,500 RIA firms that do business with Shareholders Service Group, Jemstep’s parent, Invesco, said in a press release.
The Jemstep digital advice platform combines client engagement, onboarding and servicing technology with investment management capabilities, Invesco said. SSG provides brokerage and custodial services exclusively for independent registered investment advisers.
“We have worked closely with SSG and its clearing and custody partner, Pershing LLC, to seamlessly integrate our client onboarding and servicing flows,” said Simon Roy, president of Jemstep.
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