Our partners
We collaborate with other like minded and professional experts within the Financial Services & Training Sector.
Read more about our trusted partners below.
We collaborate with other like minded and professional experts within the Financial Services & Training Sector.
Read more about our trusted partners below.
Jigsaw Tree is a specialist consultancy and outsourcing firm who work in collaboration with financial advice firms to support and improve their operations. We deliver a suite of services provided by the best professionals which add value and support the business requirements of the IFA companies we partner with.
Explore the advantages of outsourcing your Income Reconciliation.
Intelliflo puts their combined experience and expertise to work for their customers across the globe. They deliver intuitive financial solutions that simplify their processes, adapt to their customer needs, and help their businesses grow.
Circadian is a certified partner of Intelliflo.
Informed Training is an Independent provider of Consultancy and IT Systems Training services. They continue to work closely with the Financial Services Sector using our wealth of experience to help you get the best from your systems. They also work with a number of other industries and organisations and with interactive training as opposed to a long demonstration of what your system can do, we can help you use your systems more efficiently too.
IFA Dataflow was formed to bring data solutions to the professional financial adviser and product provider market. Their solutions are themed around the flow of data from provider to advisers and providing data that can be utilised in industry back office systems. They use leading edge technology to automate these processes, to reduce costs and improve productivity for advisers.