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!
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. https://t.co/FH4m1Q7Oo9
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
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 https://t.co/aXhLTvRYff
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.
https://t.co/Mz1B67Arwz
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. https://t.co/XdCLRPP93g
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
https://t.co/3Y73EBQtkk
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. https://t.co/2tigKWkbCJ
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, https://t.co/ylYFyM7Nmi #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: https://t.co/9cZkZknGp2 #digitization#digitaladvice#operationalefficiency