IFA Software Training

Sue Nuttall

Jacana provides independent, bespoke and affordable training solutions to IFA practices looking to optimise the use of their front & back-office systems & their processes. Jacana specialises in providing support to Adviser Office users, the leading software package to the financial services profession, provided by Iress. Jacana can also provide support on a number of other leading IFA software packages including XPLAN, Intelligent Office, Virtual Cabinet, Watermark and Truth.

How good is your knowledge of those areas of the IFA software you use everyday? And what about those areas of the system you use occasionally? Whether you are looking to update the skills of existing users, or you have new users, Jacana can provide the training solution you are looking for.

Jacana offers

  • In-house training, for a group of IFA practice staff or on a one-to one basis
  • External computer based training in a purpose built training suite
  • Group training with other users
  • ‘Snippet Training’ – bite size bespoke training sessions presented remotely at your own pc

To discuss your training needs contact Jacana now on 0191 2585785.