Adviser feedback ratings for JCS for IFAs
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|U/W / Support|
1 Sep 2006 Used for about 12 years until about 18 months ago. Its pretty good though not mortgage orientated in anyway and don't think yet it connects to Exweb,mortgagesourcing systems yet. It "looks" old but does a good job for all round client data management - both backoffice i.e. commissions, fund price downloads and factfind for client facing. Its like 1st software, not as indepth but that makes it a lot easier to learn and use. I tried for 5 months to get to grips with 1st but gave up.