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Unlock Efficiency and Streamline Your Business Outsource Your Administration & Income Reconciliation Today!

Let’s be honest managing income reconciliation and administrative tasks isn’t why you got into the financial advice business. But here we are, bogged down by numbers, reports, and mountains of paperwork and regulation. Now, with the Consumer Duty looming large and an already challenging cost of living crisis, this extra burden is something you and your clients don’t need. 

The FCA’s Consumer Duty demands a higher standard of care, including demonstrating Fair Value for clients. For adviser firms, this means staying compliant while controlling costs. But as business owners, you know that this balance can feel impossible when your valuable time is swallowed by tasks like income reconciliation or other admin-heavy responsibilities. 

That’s where Jigsaw Tree comes in. 


We offer specialised Outsourcing Services designed for financial advice firms using practice management systems like Intelliflo Office, Xplan, and more. From Income Reconciliation to day-to-day Administration Support, we take the load off so you can focus on what really matters your clients and growing your business. 



Why Outsource to Jigsaw Tree? 

🔍 Income Reconciliation: Stop wasting your time balancing payments. Our expert team will track every penny, ensuring total accuracy. You get comprehensive, real-time reports, and we handle all the heavy lifting. 

📊 Administration Support: Routine admin tasks weighing you down? Let us take over and free up your internal resources for revenue-generating activities. Our services are designed to help you work smarter, not harder. 

The Time to Act is Now 🚨 

With the Consumer Duty regulations in place, ensuring your clients receive fair value is more critical than ever. And as operating costs rise, wouldn’t you prefer to focus your energy on delivering better service, rather than drowning in admin and income rec? 

Many of our clients have found that outsourcing administration and income reconciliation not only saves them time but also reduces stress, freeing up their teams to work on tasks that truly add value to their business. In fact, firms like yours are already benefitting from our services by improving efficiency, compliance, and client satisfaction. 



It’s Easier Than You Think - Here’s How It Works: 

Income Reconciliation Outsourcing 🔍 

  1. Get a Quote: After a brief chat and NDA, provide us with your last three months of data, and we’ll craft a personalised proposal to meet your needs. Whether it’s basic income reconciliation or complex management reports, we’ve got you covered. 

  2. Onboarding: We kick things off with a thorough walkthrough and provide a named point of contact. You’ll even grant us access to your practice management system so we can work directly on your platform. Your data stays with you at all times! 

  3. Go Live: We hit the ground running. Any initial bumps are ironed out quickly, and soon you’ll see the benefits: streamlined income rec, top-notch reporting, and more time to focus on your clients. 

  4. Review and Improve: After three months, we check in to ensure you’re happy with how things are going. If needed, we tweak the process to make it even better. 


Administration Outsourcing 📊 

  1. Tailored to You: We don't offer a one-size-fits-all quote instead, we charge a competitive hourly rate. If you prefer a capped option, we can discuss that too, though most clients find flexibility works best. After an initial meeting, we’ll assess your unique needs and provide a bespoke plan to meet them. 

  2. Onboarding: Our process starts with a deep dive into what kind of administrative support you need, whether it’s handling new business, assisting with the advice journey, preparing annual review packs, or managing no-change letters. We handle everything from client liaison to obtaining statements, and even specific tasks like adding missing fees for seamless income reconciliation. 

  3. Smooth Communication: You’ll grant us access to a dedicated email address to interact with your clients and providers, ensuring seamless and professional communication on your behalf. Plus, we’ll have regular catchups to ensure everything’s running smoothly. 

  4. Go Live: Once we’re up and running, our team integrates into your operations quickly, delivering efficient administrative support while you focus on what matters most, your clients. You’ll see immediate improvements in time management and client servicing. 

  5. Ongoing Support & Review: After three months, we’ll conduct a thorough review to ensure you’re happy with our service. If needed, we’ll make adjustments to further refine our approach. And we don't stop there - every year, we conduct an annual review to ensure our service continues to meet your evolving needs. 


What’s Next? 

Ready to make your life easier? Let's schedule a quick call to discuss how outsourcing your income reconciliation and / or administration tasks can work for you. Drop us a line today the first step to freeing up your time and letting Jigsaw Tree do what we do best! 

Don’t let Consumer Duty compliance or the cost-of-living crisis slow you down. Focus on adding value to your clients while we take care of the behind-the-scenes work. 

Talk soon! 

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