Jemstep Inc. offers online investment guidance and management services tailored for individual investors and financial advisors. Founded in 2008 and headquartered in Los Altos, California, the company leverages technology to provide ratings and comprehensive information on mutual funds and ETFs, including performance analysis and asset allocation. Jemstep's platform, Jemstep Advisor Pro, enhances the operations of investment advisors by automating client engagement, onboarding, and service processes, enabling them to attract more clients and manage assets more efficiently. The platform integrates with various service providers, allowing for a customizable business system that supports advisors in delivering enhanced value to their clients.
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