JCS Advanced Financial Planning and Administation Software
St Martin, UK, GY4 6AA
JCS is one of the most experienced IFA software houses. Our proven track record of developing state-of-the-art computer software for the financial services industry spans over 27 years. To achieve the best range of features we work closely with leading practitioners. Our distribution method of low-cost rental including online technical support, updates and improvements, with no minimum rental period nor advance payment underlines our commitment as a service-based software provider. No other IFA software house has this level of confidence in its products. JCS takes financial planning and administration software to new levels of sophistication, flexibility and ease of use. With Internet-based services, including automatic notification and download of the latest update from our secure website, users are always able to benefit from the latest features, at no additional cost.
Some main features:
Real Time Valuations (Contract Enquiry)
Advanced Document Management
Advanced Financial Planning Tools
Commission Tracking and Reconciliation
Professionally Designed Reports
Diary and Compliance
We provide a solution that is powerful and yet easy to use, cost effective and innovative, empowering the financial adviser to deliver a bespoke, high quality service to their clients. We recognise that the financial services industry and its regulatory bodies are constantly evolving and in turn so will the needs of our customers. Our pro-active approach enables us to match and exceed our clients expectations with efficient and effective tools that actually deliver.
We strive to create software that surpasses our customers demands through a continual process of assessment and evolution, rationalising and streamlining complex and repetitive tasks performed by financial advisers and administrators alike. Our honest approach guarantees that the price you pay never increases by more than inflation. The JCS ethos is to provide inspiring software at a reasonable price, rewarding customer loyalty with a robust and high quality product unrivalled by any.
The customer always comes first.
Teamwork working together to meet our commitments.
Communication, listen carefully, communicate openly and two-way.
Create an environment where people can excel, be rewarded for it and have fun.
Innovation to be looking constantly for new and more efficient ways of working.
Mutual respect and trust in working relationships.
Integrity and the highest ethical standards.
Electronic Valuations and Providers
Electronic contract enquiry services are important to busy financial advisers as they save various time-consuming communications with providers - from making telephone calls to downloading files from extranets and rekeying data. Users of JCS now have the ability to electronically update valuations of their clients portfolios with:
Abbey for Intermediaries, Aegon-Scottish Equitable, AXA-Sunlife, Cofunds, Fidelity FundsNetwork, Financial Express, Friends Provident, Interactive Data, Lipper, Merchant Investors, Norwich Union/Aviva, Prudential, S&Ps, Scottish Widows, Selestia Investment Solutions, Skandia, Standard Life, The Hartford, Transact and Zurich, with further providers scheduled for integration.
Try our software free
Download and trial our demonstration software for 21 days: http://www.jcs-ifasoftware.co.uk/download/demo.exe and call Technical Support on 08450 049 599 option 1 for an overview.
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