Jobstream 8: Client Database

Summary

Module icon The Client Database is the hub of the Jobstream system, holding details of the companies, trusts and private clients under management. The Client Database itself is primarily used to record and manage the statutory information relating to a client, but the other modules in the system (Accounting, Portfolio Administration, Fixed Assets, etc) are linked together by the Client Database.

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Feature list

  • Store multiple entity types - companies, trusts, personal clients, etc
  • Record risk profile information and entity-signoff details using the Compliance & KYC module, which is integrated with the Client Database
  • Multi-jurisdictional support
  • Generic trust extension for recording and reporting trust officers, beneficiaries, trust dates, etc
  • Generic company extension for recording and reporting share holdings, company officers, company dates, etc
  • Jurisdictional company extensions, including Isle of Man, Jersey and Guernsey
  • Jurisdiction-specific statutory forms including annual returns, tax exempt company declaration, etc
  • Group client entities by user-defined criteria
  • Fully functional links to other modules, so that the Client Database can act as a hub for all information relating to a given company, trust or private client

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