Outsourced Servicing Options Supporting Financial Advice Firms

Jigsaw Tree provides dedicated outsourced income reconciliation, administration, and database management supporting financial advice firms. As an expert consultancy, we understand that continuity and professionalism are important and that’s why your business will be supported by a team of specialists to undertake the tasks that allow you to focus on your client relationships. From a virtual office to a phone answering service, to adding data to back office systems, our packages are entirely bespoke.

Read more about our outsourced services including admin services, data management and income reconciliation for IFA practices below. We also offer planning and business change services and technology services allowing you to improve efficiency and increase profits.

Outsourced Servicing Options Supporting Financial Advice Firms

Since we have outsourced Income Reconciliation to Jigsaw Tree it now only takes up 10-15% of my time, which is amazing, and leaves me free to focus on other areas of the business.

Sarah Jackson – Premier Financial Management

INCOME

RECONCILIATION

Our Outsourcing Team have a wealth of knowledge in the leading CRM systems fee and income functionality, having worked alongside firms for over a decade there is no problem that we can’t solve.

TEMPLATE DESIGN

& BUILD

Use our expertise within the financial advisor industry to create templates, suitability reports, fact finds and valuation reports that enable better outputs and automation for your business.