Aiming Higher

Adviser Elite is aimed at the medium to large IFA business that requires 10 concurrent users or over. Adviser Elite delivers all of the options available in Adviser Professional across your organisation, providing a higher level of service and unparalleled cost benefits.

From just £100 per user per month (minimum 10 users) your business will benefit from the following functionality:

  • Back Office Administration including Real Time Valuations and Portfolio Reporting
  • Customisable Profile Reporting
  • What If? for projecting hypothetical scenarios
  • E-Commissions so that you can automatically reconcile commission statements (This includes renewals and trail commissions)
  • Adviser Lifestyle our ground breaking integrated next generation cashflow modelling tool

 

When you become an Adviser Elite customer you also receive:

  • 3 x 1 hour FREE Online Training each year
  • 2 x 1 day FREE Onsite Training in the first year
  • 1 x FREE Customised Report

Plus

  • 1 x Onsite meeting with a Member of JCS Senior Management per year
  • Insight into JCS Strategic Direction and development roadmap
  • Adviser Elite clients will be able to submit feedback that will be disseminated at JCS Quarterly Board Meetings 

Commitment

  • You can still choose to pay month by month with no contract to sign 
  • If you choose to commit to a 3 year agreement as a JCS Adviser Elite client, we will not adjust your subscription costs with the Cost of Living RPI increase during the contract period