New Product Launches from March 2010!

The existing suite of modules will be replaced with the launch of a 3 new product suites and the long awaited cash flow solution, Adviser Lifestyle. IFA Professional will be renamed to Adviser Essential. It will consist of the 3 existing modules, Administration, Profiler and What if? There will be additional functionality and many improvements in the new version, including a completely new look and feel.

The second suite will be known as Adviser Professional. This will include all the modules from Adviser Essential plus the new E-Commission and E-Valuation modules. The E-Commission module will enable you to automatically track commission statements, making significant time savings. In addition you will be able to publish Fact Find and Portfolio Valuations to a web page for your clients to access using the E-Valuation module.

 

The third suite will be named JCS Adviser Elite. This suite will include all the modules of Adviser Professional plus Adviser Lifestyle.

 

31 March 2010 will see the launch of Adviser Essential and Adviser Lifestyle, with Adviser Professional and Adviser Elite soon to follow.

 

Click on the links below to read more:

 

Note: Until the March launch JCS IFA Professional is still available. All customers with the complete IFA Professional package, will automatically qualify for Adviser Essential upon its release. There will be no loss of functionality or increase in cost for these customers.