Jacana Ltd, North Shields, Tyne & Wear, NE30 1AF

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.

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Related categories

Business Process Consultants

IFA Financial Planning Tools

Company details for Jacana Ltd

Jacana Ltd