IFA Practice Management

Sue Nuttall

You can use the expertise available at Jacana to manage Adviser Office, the leading front and back office system in the UK, provided by Iress. 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:

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.

Change management

Looking to implement a back-office system, or change your existing one? Jacana can support you through the decision making process and manage the implementation process. Jacana will be actively supporting all its existing clients through their eventual transition to XPLAN.