The Key to Your Success

Adviser Essential is the entry level financial planning software suite from
JCS with 3 core modules that are outlined below: 

  • Administration – effectively manage your client & policy
    administration, Real Time Valuations and core back office

    requirements. Including comprehensive TAX calculation functionality, 
    RMAR reporting and multiple Portfolio reports.

  •  Profiler – produce professional and customisable client financial
    profile reports. Choose to produce a simplistic overview or a
    comprehensive analysis. 

  •  What if? – look at hypotheticalfinancial scenarios to help
    with the decision making processof effective pension planning.

 PLUS

Additional Details Page Design - one of the most powerful features
in the product.
Allows you to add any additional information you deem
critical to your business and customise our software, with no need of
IT professional intervention to give you the advantage.

Click here to find out about pricing, licensing & ordering your software.

 

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  Call: 03450 049 599

 

Upgrades  

Cashflow Modelling
Electronic Commissions
 

 

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