Company details for:
Jacana Ltd
(0)
75-79 Howard Street,
North Shields,
Tyne & Wear,
NE30 1AF,
United Kingdom
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About us
Jacana specialise in giving independent advice and training on Adviser Office, the leading office system by Iress. We also provide support on other IFA software packages such as XPLAN, Intelligent Office and Virtual Cabinet.
We help IFA firms improve efficiency and profits through support and outsource services such as:
- Income reconciliation
- Back office system management
- Bespoke training solutions
- Consultancy advice on your back office database and the processes that surround it.
IFA Practice management
Whether for a one-off project or ongoing management, we can provide the knowledge and skills at an affordable cost to help clients manage Adviser Office. Our practice management takes covers system maintenance, data cleansing, project management and change management.
We help IFA firms improve efficiency and profits through support and outsource services such as:
- Income reconciliation
- Back office system management
- Bespoke training solutions
- Consultancy advice on your back office database and the processes that surround it.
IFA Practice management
Whether for a one-off project or ongoing management, we can provide the knowledge and skills at an affordable cost to help clients manage Adviser Office. Our practice management takes covers system maintenance, data cleansing, project management and change management.
