JCS has provided software to Financial Advisers for 27 years. Some main features: Valuations, Document Management, Fund Management, Financial Planning Tools, Commission Tracking and Reconciliation, Reports, Fees/Client Accounts, and Diary and Compliance. Visit our site and see how easy it is to use!

JCS Latest Contract Enquiry Services

As you may be aware, JCS has provided online automatic valuations of clients' portfolios for it's users since 2006. Some of the latest services to be added are below: Added additional Bulk CSV Formats for Standard Life for Bonds and Pension contracts. Added support for Royal Skandia Bulk XML import. Added support for AEGON Scottish Equitable Bulk CSV file Import. Added support for Clerical Medical Bulk CSV file Import. Added RTV valuations for Prudential Bonds and Pensions. Added Bulk import facilities for AXA Sunlife. Added Bulk import facilities for Standard Life. Added Bulk Import capability from Merchant Investors. We have also recently added user-defined Fact Find Fields - an additional page is available in the Fact Find, which contains user-definable fields. Various different field types are available including drop-downs, check boxes, text, date, etc. The 'Additional Details' page is set up from the Global Database maintenance window. JCS' new Cashflow Planner tool should be out on Beta release at the end of this quarter.For more details or a demonstration of these features, please call.

Specialist Services

JCS has a price promise in place which guarantees that prices will increase by no more than RPI each year. Furthermore, JCS is rented by the month with only one month's notice required for termination. There is no minimum term contract to sign. Our prices are frozen for 2009!

Trade Bodies / Associations

The Institute of Financial Planning is the UK professional body of those committed to the development of the multi-discipline profession of Financial Planning. They constantly work with members of the public, Financial Planners and Members of the Institute to achieve recognition for the Financial Planning profession.

Trading Since

1982