Jemstep is an online portfolio management tool that allows users to monitor all retirement accounts in one place. Jemstep will project your retirement situation, analyze your portfolio’s asset allocation and show sample portfolio recommendations to improve your retirement investments.
The basic Jemstep plan is free, but it’s premium plan ranges from $17.99 to $69.99 per month, depending on the value of the managed assets. The premium plan is free if your total portfolio value is less than $25,000.
Under the premium plan, Jemstep develops a customized action plan, provides ongoing analysis of your portfolio and regularly reminds you to rebalance your accounts.