Adviser Essential is entry level suite of products from JCS with 3 core modules that are outlined below:

  • 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 

     

Adviser Essential Order Form.pdf> 

 

jcs launching march green