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Jemstep by Invesco @Jemstep

Jemstep helps banks deliver a modern digital investing experience for advisors and clients. For disclosures, visit invesco.com/socialmedia

Joined January 2009
  • Tweets 3,191
  • Following 1,439
  • Followers 2,162
216 Photos and videos
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Jemstep by Invesco@Jemstep
1 Mar 2021
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.
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intelliflo

intelliflo.com
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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!
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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.
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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
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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
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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
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Happy Independence Day! Although this year’s celebrations may look a little different, we hope your Fourth of July is one to remember.
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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
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To support the fight against social injustice, we will be joining the movement by pausing our social media communications for today. #BlackOutTuesday
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Jemstep by Invesco retweeted
Financial Planning
@finplan
17 Apr 2020
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

Can wealthtech bring focus and stability to legacy businesses?

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.

financial-planning.com
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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. x.com/finplan/status/1251966…

Financial Planning
@finplan
19 Apr 2020
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
Jemstep is proud to be part of Invesco’s contributions to a healthy environment.
Invesco US
@InvescoUS
22 Apr 2020
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
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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 x.com/Twitter/status/1247570…
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
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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
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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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