Adviser Elite incorporates all of the Adviser modules of products, plus the Adviser Lifestyle product, which is an extremely powerful cash flow management solution. JCS Adviser Elite is a very comprehensive suite of products that provides

  • Administration – effectively manage your client & policy administration and core back office requirements

  • Profiler – produce professional and customisable financial profile reports for your clients

  • What if? – look at hypothetical financial scenarios to help with the decision making process

  • E- Commission – enabling you to automatically reconcile commission statements

  • E- Valuation - publish Fact Find and Portfolio Valuations to a web page for your clients to access

  • Adviser Lifestyle – the complete cashflow planning solution

jcs new look feel green jcs coming soon orange