Jobstream 9 is a software platform designed for the specialist accounting and administration requirements of the fiduciary industry, specifically offering full statutory administration and accounting support for trusts, companies and private clients in numerous jurisdictions.
The integrated system is built on Microsoft technologies, and in particular the Microsoft SQL Server database platform. Jobstream 9 is the operating heart of the organisation, providing robust and proven business-critical platform for efficiency, growth, and scalability. Jobstream 9 provides access to reliable, good quality information that allows you to analyse your business, to provide better, proactive customer relationships, and to differentiate your service when competing for new clients.
Jobstream 9 is action-focussed and role-based, allowing your business to be managed by exception and in context. It allows you and your teams to work effectively on what needs to be dealt with now and next.
Client Administration
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.
Client Accounting
Jobstream 9 is a serious, multi-client, multi-currency accounting system, with sophisticated sub-accounting and support for investment ledgers, asset ledgers, sales ledgers, purchase ledgers.
Automated bank statement import and reconciliation tools help administrators and bookkeepers to process the bulk of transactions, so accountants can focus on analysing accounting data and producing presentation accounts.
Practice Management
Jobstream 9 provides accurate and detailed time recording and invoicing functionality, so you can be confident that clients are invoiced smoothly, promptly and correctly.
The Billing module integrates with the Accounting module for automation of sales and disbursements ledgers. Jobstream 9 is a fully-fledged management accounting system, with a flexible general ledger and analysis of detailed management information throughout the business cycle.
Reporting & System Management
We see the analysis of your data, and what it can tell you about your business, as being as important as the data itself. Smart Views provide live queries of the data that matter to each individual user.
We use the industry-standard Crystal Reports and SQL Server Reporting Services tools for creation of reports that can be delivered through the core interface or via your intranet or the web. We provide data models for Report Builder to help end users to write their own reports and ad hoc queries.
It is also, of course, important to maintain the integrity of the database, so Jobstream includes a suite of system utilities incorporating diagnostic as well as data repair tools. In addition, Jobstream has a built-in security system, designed to protect sensitive data from prying eyes and the over-eager fingers of enthusiastic users.
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