Practitioner led

Time4Advice is owned by IntegraFin Holdings plc, the parent company of Transact, the leading investment wrap platform. We’re entirely focused on financial planning and wealth management technology. We’re practitioner led. In fact, one of our founders was previously 'Financial Adviser of the Year'.

There’s no better validation of any product or service than to have customers who are prepared to talk about how satisfied they are. We currently serve over 4,000 advisers and have won the trust of some of the UK’s most experienced and influential advisory firms for one simple reason; our software delivers what it promises.

Our promise

Our mission is to disrupt financial planning and wealth management technology. For far too long technology providers have failed to deliver the panacea of benefits promised. We’re out to change that. It’s why we’ve teamed up with Microsoft to create CURO, our end-to-end financial planning/wealth management CRM, client portal, advice, and back-office system.