Jacana helps IFA practices optimise front and back office systems and processes, allowing you to improve efficiency and increase profits. The team at Jacana specialise in providing independent advice and training on Adviser Office (formerly known as 1st Software), the leading front and back office system in the UK provided by Avelo, as well offering support on other leading IFA software packages including Intelligent Office, INVU, Watermark and Truth.
The Jacana consultants have extensive knowledge and experience of the financial services profession and use their skills to provide a range of management, training and consultancy services:
IFA Practice Management
Ever wished you could outsource some of your management and office tasks on a one-off or ongoing basis? Now you can. At Jacana we have the skills to help you run your business more effectively and efficiently.
IFA Back Office System Training
Whether it is training for existing or new users of Adviser Office, or support on other IFA software packages, at Jacana we have the knowledge and skills to provide you with an affordable, bespoke training solution.
Specialist IFA Practice Consultancy
Are you confident that the information held in your back-office database is accurate? How robust are your administration and management procedures? Check out the services Jacana can offer to help make the most of the most important asset your company holds - its data
"We have found the services provided by Jacana to be invaluable to us."
Indigo Financial Advice