JCS

Contact: Joanna Richards

Address: Le Grenier
                Grand Marche
                Les Camps
                St Martin
                Guernsey
                GY4 6AA

Tel: 08450 049 599 option 2

Email: enquiries@talkjcs.com

Web: http://www.talkjcs.com

 

Services Offered

JCS is a CRM back and front office software supplier with a loyal client base of some 1200 UK IFAs. Our main features include:

  • comprehensive financial planning tools
  • extensive administration system
  • real time valuations
  • document management
  • fund portfolio management
  • commission tracking and reconciliation
  • professional reporting
  • fees/client accounts
  • diary, compliance and automatic letters
  • flexible options for remote office and  users

 

Benefits to Financial Advisers

JCS is continually striving to deliver new and exciting features aimed at minimising administration tasks and maximising our clients profitability. Our loyal client base spans over 25 years and speaks volumes about our pedigree and commitment to users.
 
We offer a free 21 day full demo copy of our software. Please visit our website to see how easy it is to use.