@simonroy
Joined December 2008
  • Tweets13
  • Following128
  • Followers43
We’re excited to share the launch of Citi Wealth Builder, @Citi’s digital advice offering, powered by Jemstep. In collaboration with Citi, Jemstep configured our platform to help grow their digital wealth business. inves.co/38QPgM7
1
2
4
We are pleased to join @InvescoUS and excited about what we will do together. xitter.cf/InvescoUS/status/68691…
Invesco US
@InvescoUS12 Jan 2016
Invesco acquires @Jemstep, a market-leading provider of advisor-focused digital solutions. More: inves.co/0112c
1
2
4
Huge congratulations to @tinacpowell on the launch of @shecapital. Much success! We appreciate being part of the journey! @jemstep
1
4
3
Thanks Raef. It means a lot coming from you. xitter.cf/SEIRaefL/status/603347…
You’re unable to view this Post because this account owner limits who can view their Posts. Learn more
Thriving in Tomorrowland: How Advisors Can Adapt to Change (via @ThinkAdvisor) thinkadvisor.com/2015/06/01/… fw.to/y567zel
here's the software you need to compete with robos & offer a compelling online experience: @jemstep, TD, @orionadvisor, irebal, salesforce.
2
2
6
Be your own financial adviser - Jennifer Openshaw on.mktw.net/15MHMEX via @MarketWatch

Be your own financial adviser

Jemstep Portfolio Manager, a retirement-planning tool for the millions of Americans who don’t meet the asset minimums required by most advisers — usually $500,000.

marketwatch.com
Amex, another large corporation comes to silicon valley to 'get' innovation
Investing from 2000 to 2010: The ‘lost’ decade? Perhaps not! | Jemstep Blog : Portfolio management : ETF Research jemstep.com/blog/2011/03/inv…
Heading to NYC late Monday night for Finovate conference.
Trying TweetDeck - pretty cool new release.
Load more