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.
We are able to provide a full income reconciliation service for clients, using the benefits of Cloud technology and remote access.
We can help manage your front and back office systems, be it through support and advice or via our practice management services.
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.
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.
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.