Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

Vendor has not completed this information.

About Jobstream 9

Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance.

Spotlight media placeholder

Jobstream 9 Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

Jobstream 9 Reviews

No reviews, be the first!