Jobstream 9 helps with administration of your clients and the entities you have under management, with support for compliance, due diligence and company secretarial functions. Jobstream 9 reveals the relationships between people and organisations in your portfolio. Its automated workflow and task management capabilities provide a framework for day-to-day client administration.
Jobstream pulls all of the relevant information for your trusts, companies and other clients into one easily accessible place, allowing administrators to respond to queries quickly and accurately. Its automated forms and minutes production ensures that statutory filing is kept correct and up-to-date. Contact details with full address history are recorded for all of the people and organisations that are linked to your clients.
Compliance and KYC documents can be recorded on the system (using the optional Compliance module), and the KYC process can be tracked and managed using Jobstream's Activities module — providing task reminders and an audit history of actions done.
Want to know more? Request more information on Jobstream 9