Jemstep by Invesco

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!

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.

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

@wealth_mgmt Thank you @Wealth_Management! We are honored to have been selected for our goal-based digital advice platform.

Congratulations @Jemstep, winner of the TECHNOLOGY PROVIDERS: Digital Advisors (Robo) category of the 2020 Wealth Management Industry Awards! #WMIA20 #Wealthies

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

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

Happy Independence Day! Although this year’s celebrations may look a little different, we hope your Fourth of July is one to remember.

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

To support the fight against social injustice, we will be joining the movement by pausing our social media communications for today. #BlackOutTuesday

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

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. twitter.com/finplan/status…

@finplan Thank you, InVest Podcast!

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.

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 twitter.com/Twitter/status…

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

@gspitzner @BISATweets We couldn’t have done it without you @gspitzner. Thanks for your partnership!

Folks I am so complex I am an entire panel unto myself. I did use different accents, had a couple costume changes and debated myself in different personas at times to liven things up. Thanks for having me @Jemstep / Cliff Schoeman and @BISATweets! #BISA2020 #DigitalAdvice

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