IFA Practice Management

You can use the expertise available at Jacana to manage Adviser Office, the leading front and back office system in the UK, provided by 1st - The Exchange. Whether for a one-off project or ongoing maintenance, Jacana can provide the expert knowledge and skills at an affordable cost. Our skills can also be used to run your office effectively no matter what IFA software package you are using.

Jacana management services include:

Commission reconciliation

Using remote access, now widely available, or on-site, Jacana can match your monthly commission & fees, and complete the monthly reconciliation. You can be sure that your income is accurately recorded and that the subsequent management reports will be correct.

System management

At Jacana we can perform a series of monthly checks on your system to maintain the integrity of the data held. This includes administration compliance checks to ensure processes are being correctly followed.

Data cleansing

Jacana can clean your client data cost effectively and quickly, either remotely or on-site.

Project management

Whether you have a transfer-in of data following a company merger or acquisition, need to develop the system after a full review, or implement new procedures Jacana can manage these tasks for you.

Office management

If you need some help running your office, Jacana can provide support. Whether it takes a one day a week or one day a month, the knowledge and experience at Jacana can ensure that your office runs smoothly.

Jacana is an accredited service provider with One North East and is it therefore possible that grants from you own Government enterprise agency may be available for the development of your business.

"Sue understands our needs, and it's great to know we can contact her at any time."
Pauline Forbes
Director
Caladonia Asset Management