Personal finance management toolJemstepisone of the latest to give consumers an edge when it comes to managing their investments.

"Were not looking to break those investor relationships with (customers') broker," explains Simon Roy,EVP Corporate Development. But "at the end of the day, managing your investments is a lifelong mission. As much as it's tempting to hand it over to a third party, individuals are way better served becoming more informed and having more control."

Once you've linked all your accounts to Jemstep, the site supplies a wealth of information on your progress. The graphs and charts are fun to look at, but what happens if you, like Roy's own sister, realize your broker hasn't been picking funds in line with your best interests?

Here are three ways Jemstep can help you find (and deal with) the warning signs:

Per Roy: "Once the investor links their accounts with Jemstep , they will be able to see how much money they have working towards their goal and how their current investments have performed compared to the relevant index.

This will help them answer the question, 'Overall, how well has my portfolio performed compared to relevant market benchmarks?' This feature also answers the question, 'How would what I hold today have performed over the last three or one years?'"

If that red arrow is pointing downward, something's probably up.

Per Roy: "After the investor answersthe Quick Start questions andlinkstheir investments, Jemstep automatically reviews them against all the other funds in the same category; shows how they stack up (rank #); and recommends what investors should consider selling, buying and keeping.

As you can see from the screen shot, we highlight which onesare a really bad fit for them.These tend to be really weak performers that often have high fees relative to the available alternative funds.We also provide an overview of some of the key attributes of why Jemstep 's recommended fund is a better fit.

Investors can review the information on this screen with their broker and have a conversation about the criteria used in the selection of these funds, and possible alternative funds that may be better-suited to them."

Read more:
Jemstep Instantly Shows Your Investments' Performance, Will Save Your Portfolio From Disaster