Sue Nuttall

Jacana helps IFA practices optimise front and back office systems and processes, allowing you to improve efficiency and increase profits. The team at Jacana specialises in providing independent advice and training on Adviser Office, the leading front and back office system in the UK provided by Iress. Jacana also provide support on other leading IFA software packages including XPLAN, Intelligent Office, Virtual Cabinet, 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:

Income Reconciliation

Ever wished you could outsource your income reconciliation function? Now you can. From reconciling your bank account and adding receipts to matching the income received Jacana provide a full income reconciliation service.

IFA Practice Management

You can also outsource some of your management and office tasks on a one-off or ongoing basis. 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