Blog & News

We're proud partners of intelliflo innovate 2024 on the 4th of June. For more than 13 years, Jigsaw Tree has been collaborating with...

Circadian and Jigsaw Tree have forged a pivotal partnership, pooling resources for enhanced collaboration. Both of our businesses...

If you like the idea of outsourcing your income reconciliation but think you haven’t got the time to make the change, then let’s explain...

There’s little doubt that the technology you use within your business is becoming increasingly important to your success. Each year new...

In today's rapidly evolving technological landscape, advice and other firms are constantly seeking innovative ways to stay ahead of the...

If you're like me you're probably only using a tiny fraction of the capabilities within applications like Microsoft Word, Excel, Outlook,...

One thing’s for sure, if you’re a financial adviser there’s no getting away from Consumer Duty for the foreseeable future. And, depending...

Incorporating new technology for Advisers Chris Baigent-Reed was recently a guest on The AdviserTech Show where she spoke to moneyinfo’s...

How to address a single point of failure in your business

Working through paperwork with a calculator to demonstrate why you should outsource your income reconciliation