Trust & company administration

Jobstream helps with the administration of your clients and the entities you have under management, with support for compliance, due diligence and company secretarial functions.

Our solution

• Reveals the relationship between people and organisations in your portfolio
• Its automated workflow and task management capabilities provide an efficient framework for day-day client administration
• Pulls all of the relevant information for your trusties, 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
• Compliance and KYC documents can be recorded on the system (using the optional Compliance module)
• The KYC process can be tracked and managed using Jobstream’s Activities module- providing task reminders and an audit history of actions done

The modules

	Entities Record all statutory details of your companies and trusts, allowing statutory documents to be produced quickly and accurately.
	Contacts Take advantage of a centralised database of correspondence and contact information for people, organisations and places.
	Compliance & KYC [feature pack] Easily and efficiently monitor and process legal requirements for due diligence and risk profiling.
	Activities Schedule reminders and record actions and correspondence directly against your client and contact records.
	Document Management Record and track client documents, assets and scanned images, ensuring safe custody and keeping documentation close at hand.
	Minutes Automatically create minutes for statutory actions, compiling meetings and producing the relevant documentation along the way.