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.
- 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 Jobstreamís Activities module- providing task reminders and an audit history of actions done