Jobstream's modular structure allows flexibility. This means we can offer different editions of the package to match with the requirements of different companies. There are three editions: Business Management Edition; Client Accounting Edition; and Financial Services Edition.
All of the Editions include these core modules as standard:
- Address Book
- Client Database
- Document Management
- Events
- Financial Reporting System
- Minutes
- Standard Documents System
- System Utilities
Which Edition is right for me?
Business Management Edition
The Business Management Edition of Jobstream is aimed at companies that need a system to record details of their clients, to track the work they're doing for those clients, and to invoice the clients accordingly. As well as the core modules, it includes the following modules:
The Business Management Edition is suitable for companies that do not need client accounting and investment management functions (either because they don't offer those services or because they already have appropriate systems in place).
Client Accounting Edition
The Client Accounting Edition of Jobstream is aimed at companies that need a system to record details of their clients, and also need to provide full accounts for their clients and track client investments. As well as the core modules, it includes the following modules:
The Client Accounting Edition is suitable for companies that do not need an invoicing function (because all clients are internal or because an appropriate invoicing system is already in place).
Financial Services Edition
The Financial Services Edition of Jobstream is aimed at companies that require the full functionality of Jobstream. They need a system to record details of their clients, full accounts and management of investments for those clients, tracking of work done for those clients, and full, accurate invoicing capabilities. As well as the core modules, this edition includes:
And there's more
Jobstream is even more flexible than that. On top of the three editions, we also offer additional Option Packs, Feeds & Interfaces, and Bespoke Development.
Option Packs
The following Option Packs are available to extend the functionality of the Jobstream system:
- Jurisdictional Company Extensions
- Limited Partnerships
- Compliance
- Custom Report Linking
- Fixed Assets
- Fund Management
- Loans
Feeds & Interfaces
We have developed several Feeds and Interfaces to link Jobstream with external systems. For example:
- Bloomberg® Price Feed
- FTi Price Feed
- Currency Feed
- Jobstream Posting Interface
- Jobstream Portfolio Transaction Importer
- Jobstream Data Take-On Utility