Operational excellence Optimum tech stack Growth amplified
Jigsaw Tree is an experienced team of results-focused consultancy and outsourcing experts, working with financial advice firms to transform operational efficiency and adviser tech performance
From reactive to resilient: How outsourcing income reconciliation gave a financial planning firm its time back
Projects and Consultancy: From Migration to Full Overhaul, where the real impact happens
The problems Jigsaw Tree solve
Growing firms hit the same operational ceiling
- Income reconciliation consuming too many hours
- Legacy technology that promises efficiency but delivers complexity
- Key person dependencies creating business risk
- Admin workload preventing focus on clients and work/life balance
- Data quality issues undermining decision-making
- Operational processes lengthy and time consuming
- Use of AI limited, fragmented or non-existent - where to start?
Introducing our services
How can we help?
Calling all financial advice firms!
Your clients deserve your full attention. Not your back office.
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Financial advice firms
Jigsaw Tree delivers operational excellence for over 350 financial advice firms.
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Working hours saved
Jigsaw Tree combines decades of expertise, optimised use of technology, and streamlined process so save 100s of hours in your working week.
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Proven delivery
Free your team from the admin burden and unlock sustainable growth. We have 14 years’ proven delivery and are CRM agnostic.
Advice firms need a partner who understands both the technology AND the advice business.
