'We have employed the services of Jacana in a consultancy capacity on many occasions and we have always found them to be of the highest standard. We would have no hesitation in using their services in the future.'
Three Counties Financial Management
'The services provided to us by Jacana have been invaluable in the development of our back office system, Adviser Office provided by Avelo. I would be more than happy to recommend Jacana to other users of this system.'
'A flexible cost-effective service delivered with clarity and understanding of the needs of the client. Sue is always available after training is complete to help with any queries or problems that may arise.'
Caladonia Asset Management
'We have found the services provided by Jacana to be invaluable to us.'
Indigo Financial Advice
'The User Groups are well organised and are a great forum for keeping up to date with latest developments on Adviser Office. The training provided by Sue is excellent and being a member ensures that our views on the system are heard by Avelo'
Rutherford Wilkinson Ltd
'I would also just like to say thank you for the excellent training provided by Sue during her last visit. The feedback I received from our staff was that they finally felt they were getting input from someone who knew both the system and had in depth knowledge of back office operations.'
Shorts Chartered Accountants
'I appointed Sue to manage the installation of Adviser Office across our 10 financial services sites. This involved organising the hardware and software requirements, the training of our financial services staff, and the transfer of a number of existing databases, including Swift, LSD and Fairs. I can say that Sue handled the whole project in an extremely professional and competent manner and her assignment was successfully completed on time and on budget.'
Brewin Dolphin Securities