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 Events module — providing task reminders and an audit history of actions done.
The modules
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Record all statutory details of your companies and trusts, allowing statutory documents to be produced quickly and accurately. |
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Take advantage of a centralised database of correspondence and contact information for people, organisations and places. |
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Compliance (KYC) [Option Pack] Easily and efficiently monitor and process legal requirements for due diligence and risk profiling. |
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Schedule reminders and record actions and correspondence directly against your client and contact records. |
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Record and track client documents, assets and scanned images, ensuring safe custody and keeping documentation close at hand. |
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Automatically create minutes for statutory actions, compiling meetings and producing the relevant documentation along the way. |
Want to know more? Request more information on Jobstream 9
