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Event: intelliflo innovate 2024

We're proud partners of intelliflo innovate 2024 on the 4th of June.

For more than 13 years, Jigsaw Tree has been collaborating with financial advice firms like yours, in leveraging technology and processes to enhance operations. We hold all aspects of the Intelliflo accreditation and always work on providing the best outcomes for your business so that Intelliflo Office can be used in a way that is right for you.

We have developed best practice processes to help firms adopt well-used and tested processes as well as helping to build bespoke packages for those firms that want to adopt a more unique practice. We are trusted by over 60 firms to accurately process their income reconciliation, relying on our team's expertise to identify areas for improvement and ensure firms have the right MI.

Our range of services are designed to suit all business needs and budgets. This year we’re sharing a stand with Circadian who we collaborate with on Income Reconciliation. So, please come and have a chat with us and find out how we can help you.


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