ATLANTA, Feb. 16, 2017 /PRNewswire/ -- Invesco (NYSE:
IVZ) today announced that Jemstep, Inc., Invesco's digital advice
platform, is partnering with Shareholders Service Group (SSG), a
brokerage and custodial services firm that works exclusively
with independent registered investment advisors. Jemstep
Advisor Pro will be made available in Q1 2017 to more than fifteen
hundred independent RIA client firms who do business with SSG.
Jemstep Advisor Pro combines market-leading client engagement,
onboarding and servicing technology and industry-leading investment
management capabilities to deliver a comprehensive digital advice
solution for advisory firms and their advisors and clients. This
combination creates a powerful way for advisory firms to engage and
efficiently serve their clients with a convenient, user-friendly
online experience that can be configured to reflect each firm's
unique value proposition. Firms can utilize their own portfolio
models on the Advisor Pro platform or leverage the expertise of
Invesco's investment solutions.
"SSG focuses on providing world-class service and technology to
independent RIA firms and their clients. We believe that Jemstep's
market-leading technology combined with Invesco's history of
delivering investment solutions will help RIAs to grow their
practices efficiently while improving their ability to serve their
clients. We are excited about working closely with Jemstep
and Invesco on this initiative," said Dan
Skiles, President of SSG.
"We are very pleased to be partnering with SSG to become a key
component of their existing high service value proposition," said
Simon Roy, President of
Jemstep. "We have worked closely with SSG and their clearing
and custody partner, Pershing, LLC, to seamlessly integrate our
client onboarding and servicing flows. Independent RIA firms who
work with SSG will benefit from greater efficiency and
effectiveness in growing their client base and serving client
needs."
Jemstep Advisor Pro is open architecture, providing access to a
variety of professionally-selected mutual fund and ETF investment
options. The platform offers enhanced portfolio management
services, insights to help manage risk, and an opportunity for
investment advisors to broaden their client reach and address
intergenerational needs.
About Shareholders Service Group
Shareholders Service
Group (SSG), www.ssginstitutional.com, provides brokerage and
custodial services exclusively for independent registered
investment advisors (RIAs). SSG provides a full range of brokerage
and back office service and support with a robust technology
platform, access to a full suite of investment vehicles, and a
highly experienced service team that only serves independent RIAs.
The company was founded in 2002, and currently serves over 1,500
advisory firms throughout the country. The management team began
serving independent RIAs in the late 1980s.
About Invesco
Invesco is an independent investment
management firm dedicated to delivering an investment experience
that helps people get more out of life. NYSE: IVZ;
www.invesco.com
About Jemstep
Jemstep is a market-leading provider of
financial advisor-focused digital solutions. Established in 2008,
it was one of the first digital platforms to focus on helping
advisors deliver professional advice to their clients online. The
award winning Jemstep Advisor Pro platform helps advisors scale
their business efficiently by providing a full suite of highly
flexible technology solutions that can be easily integrated into
existing systems and business models. Invesco acquired Jemstep in
January 2016.
To view the original version on PR Newswire,
visit:http://www.prnewswire.com/news-releases/jemstep-partners-with-ssg-to-offer-advisor-pro-platform-to-over-1500-ria-client-firms-300408673.html
SOURCE Invesco