Jemstep is an innovative advisor-directed technology that enhances the way financial advisors run their businesses. Their platform allows advisors to prospect for and serve clients more efficiently, and to use the latest digital technology to deliver their valued advice.

Jemstep integrates into Orion by capturing a prospect’s information and model selection and then creating that new household/account in Orion. This adds efficiency and scalability by passing the relevant data into Orion during this onboarding process.