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Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

Author Guest Columnist Timothy Welsh November 14, 2014 at 6:01 AM
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Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.


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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

SalesForce
CRM Software
Top Executive: Marc Benioff

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Wealth Access Inc
Account Aggregator
Top Executive: David Benskin



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