Lindenhouse and JCS have now completely integrated the Invu and JCS products.  The integration with JCS integrates at a number of different levels within the JCS product -:

• Client / Business Client
• Policy
• Contribution History
• Commission
• Disbursement

You can now Scan/File and Retrieve Documents to/from Invu directly from within the JCS product.  The integration knows which Client, Plan, Contribution, Commission or Disbursement is being viewed and files and retrieves documents in relation to it.

The integration even allows users to send JCS produced report documents (such as Questionnaires, Fact Find and Portfolio Reports) directly to the Invu Intray/s ready for filing.

For further information please click the "InvuJCS.pdf" document to the right.