Thanks Ian McKenna: "[Jemstep] is a really exciting example of how qualified professional advisers with extensive experience in the industry are entirely reinventing their process to deliver enormous customer benefit for a fraction of the traditional cost of advice."
Dana Anspach writes a valuable column for About.com, called Money over 55. Its about investing for retirement, a topic that's had more than its fair share of debate this week after PBS ran its television special, "The Retirement Gamble".
We recently demoed Jemstep Portfolio Manager to Dana, and she had this to say to her readers:
"A new online platform called Jemstep offers a service where you can link up your accounts, and in about 30 seconds it can do an analysis that it takes me three hours to do on an excel spreadsheet. And it costs less than $70! It is absolutely a phenomenal tool and for those of you who do your own investing, I think it would be money well spent. For those of you who are advisors, it might be a tool you can employ in your business. I know it's something I'll be looking in to."
Larry gets what we are doing on a number of levels, and its always awesome to see people appreciate some of the differentiating factors we bring to the market. One of those features is that we don't force investors to sell all of their holdings to migrate over to Jemstep. You can keep all of your existing accounts where they are, and save a bunch on capital gains in the process.
Larry also has a discount coupon on his site, giving one month's free access to the premium Jemstep service. So check it out if you haven't already.