Jobstream is good software. We've put a lot of work, over a long period of time, into making it what it is, and ensuring that it keeps solving the problems that our customers are facing. Here are just some of the reasons why you should take a good, long look at Jobstream 8.
Jobstream 8 does what you need it to.
Specialised and comprehensive.
Jobstream supports the specialist accounting and administration requirements of financial services providers, specifically offering full statutory and accounting support for trusts, companies and private clients in numerous jurisdictions. All administration, accounting and practice management functions are accessed via a single application, reducing data entry, eliminating duplicated effort, and saving time.
Jobstream 8 gets you moving straight away.
Risk-free migration.
You may already have a system. If you do, you'll have invested a huge amount of time and effort in building it and using it. We appreciate that, so we have developed a risk-free, guaranteed methodology for migrating data, process and staff to Jobstream from existing systems. This methodology - which comprises of data analysis, business process analysis, data mapping, data transfer, system configuration, user training, and parallel running - has been developed from our experience of successful migrations from many of our competitors' systems.
The exercise is also cost-effective. We firmly believe that switching from another system should not be a significant hurdle, whether for technical, practical, or financial reasons. It matters to us, because this is the first and, perhaps, most important part of our relationship with you.
Jobstream 8 connects your data.
Get what you want, out.
Accessing, consolidating, querying and reporting data are vital to making the most of information resources. Jobstream's integrated design means that the administration modules, the accounting modules, the investment modules and the invoicing modules all use the same database, so complex, customisable and accurate reporting and analysis is at your fingertips, which means that you get the information you want and need. And because Jobstream uses the industry-standard Microsoft SQL Server platform, including information from other sources is almost as straightforward.
...and get what you need, in.
It's not just about getting information out though — getting information into the database from other sources can also be a massive timesaver. Jobstream Group is well-versed in interfacing and data transfer, with a wide range of experience and tools that have been used successfully on many occasions, in both one-off and ongoing situations, allowing our customers to spend their time using their data, rather than creating it.
Jobstream 8 makes your job easier.
Advanced, powerful and customisable workflow support.
Jobstream helps people to do their jobs. It has built-in workflow systems that use knowledge, both ours and yours, to ensure that business processes are followed simply and precisely.
Wizards and interfaces make it easy to enter data completely and correctly, whilst Jobstream's modular design allows staff to work in context: accountants can work solely with the accounting ledgers, without the distraction of statutory information, whilst client administrators are insulated from the accounting details, allowing them to focus on getting on with managing their clients. User and client tasks are managed and prioritised with event reminders, popping up when they become due, and can be grouped into appropriate processes using checklists.
Bulk functions are used to quickly and thoroughly update all relevant information when, for example, a member of staff leaves a trust company, requiring a global resignation and replacement of that person's directorships. Perhaps most powerfully, Jobstream has a built-in 'change-driven' model that ensures that when data is changed, or particular actions take place, the relevant documentation - such as statutory forms when a company officer resigns - is automatically produced. The rules for this model are totally customisable and flexible, allowing the system to be adapted to specific business requirements.
Jobstream 8 is reliable.
Software built on firm foundations.
Jobstream Group has been developing Jobstream and delivering software and services to the financial services industry for nearly 15 years. Over that time, our customers have been receiving and using progressively updated versions of Jobstream on a continuous basis. This continuity and reliability is unmatched in the market.
Jobstream 8 is easy to learn.
A consistent, simple user interface.
A big advantage of an integrated system is that, wherever the user is in the software, and whatever they're doing, they use a consistent user interface. Users see the benefits of familiarity, simplicity and reliability: actions are always the same, shortcut keys are always the same, and buttons are always in the same place. They also don't need to switch continually between different applications as they perform their standard daily tasks, and don't need to hunt around in different places trying to find the information they're looking for-everything is right there in Jobstream.
Jobstream 8 helps you to do more, more efficiently.
A central system, the hub of your business.
All information is in one central location, so it is easily accessible to all. Relationships between different parts of the database mean that one change to a share price updates all relevant investment portfolios, one change to a person's address details updates all contact information for all relevant companies and/or trusts. Meanwhile, the opportunity to interface with external data sources (banks, investment feeds, etc.) can spectacularly reduce the time taken to enter this information into the system.