Jemstep Advisor Pro

Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key and build their businesses the old fashioned way; by providing innovative solutions that add value for clients. Jemstep falls squarely into the latter category.  While they began as a direct […]

Top Ten WMToday Posts

How Risk Tolerance Software Is Disrupting Wealth Management

What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even there?   How does building a better mousetrap go from unrealistic idea to working software to a revenue-generating business?  And how do we know if it something we even need? This process has already occurred with risk […]

FinTech

The Battle for the RIA Technology Integration Hub

“Everybody wants to rule the world” — Tears for Fears, Songs from the Big Chair, 1985 The fight for control of the RIA technology integration hub is well underway as the first quarter of 2015 comes to a close.  Vendors have been marshaling their forces to grab this critical territory on the advisor’s desktop; the […]

Orion Advisor Services Pumps Up Financial Planning with ASI Integration

I have been writing for a while about the trend of advisors moving away from stand-alone investment advice and more towards a household-level, holistic approach to managing client wealth.   Of course, the right tools must be available to them for this approach to work and they must be able to scale with their business.  […]