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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."
The full article can be read here: Smart technology for your portfolio
Many thanks to Dana for this fabulous vote of confidence!