IFA Services

Sue Nuttall

At Jacana, we can offer a range of services which help IFA practices get the most out of their office systems and processes. We provide independent advice and support on Adviser Office and a host of other packages, including XPLAN, Intelligent Office, Virtual Cabinet, Watermark and Truth, helping our clients run their processes efficiently and cost-effectively.

Income Reconciliation

We are able to provide a full income reconciliation service for clients, using the benefits of Cloud technology and remote access.

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IFA Practice Management

We can help manage your front and back office systems, be it through support and advice or via our practice management services.

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IFA Software Training

We offer expert training and tutilege for a range of platforms, specialising in Adviser Office and offering support for a host of other popular systems.

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User Groups

Our Adviser Office user groups, fully supported by Iress, are a great way for practices to share ideas and keep abreast of the latest developments.

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Specialist IFA Practice Consultancy

We can undertake a range of tasks, from system audits and data cleansing through to segmentation and data transfers, potentially increasing your data integrity, efficiency and profitability.

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