Outsourced Services

Jigsaw Tree provides dedicated outsourced income reconciliation, administration, paraplanning and database management. We understand that continuity and professionalism is important and that’s why your business will be supported with a team of specialist to undertake the tasks that allow you to focus on your client relationships.

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 to create templates, suitability reports, fact finds and valuation reports that enable better outputs and automation for your business.