Jemstep's new Advisor Pro platform is delivered as a cloud-based service for RIAs to help them efficiently engage, acquire, service and advise new clients with a consumer-centric enrollment process that works and integrates with their current practice.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data to offer clients a compelling online investment analysis and enrollment process
  • Complete TD Ameritrade Institutional forms to electronically onboard clients
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