jaccomo
HQ Address
1040 Broad Street, Suite 204, Shrewsbury, NJ 07702, United States
Website Address
Business introduction
Jaccomo offers a secure, industrial strength back and front office system for financial services firms
jaccomo provides a web-based platform to maximize front, middle and back office operations for securities broker-dealers.
By automating all aspects of an organization's operations - from front-office to back-office – jaccomo helps firms realize quick and sustainable productivity improvements and reduces the risks related to selling and servicing clients/customers/members.
jaccomo provides any size organization with the rich automation capabilities that are more commonly found in larger, IT-staffed organizations.
jaccomo Solutions
jCore
Using jCore will also allow your firm to get ahead, and stay ahead of regulatory audits. jaccomo’s systems integrate internal and external data onto a single, secure platform. In addition to CRM and calendaring, the system provides new account opening, e-forms, workflow and reporting tools. jCore has process management and commissions......
business needs
view solution
jPass
You advisors and team managers will be able to: • See their entire book of business and manage clients • Process forms and respond to workflow inquiries from the back office • View active and historical compensation statements • Export transactions, positions, accounts and contacts • Calendar events • See key performance indicators via our dashboard ...
