Client Portal - the first intergenerational wealth client portal
Time4Advice is launching the industry's first Intergenerational wealth client portal. As a result, the clients of financial advice firms will be able to view and interact with their own finances and the finances of authorised family members, such as elderly parents.
As opposed to being a system ‘bolt-on’, the client portal is an extension to CURO, Time4Advice’s leading digital transformation platform for financial advice and wealth management firms. Therefore, it delivers on one of CURO’s core propositions which is the creation of a single-point-of-truth for all data across a firm’s entire operation. This enables firms to achieve significant operational efficiencies. It also means that the same data is available across all channels; a key component for enabling clients and advisers to collaborate seamlessly during remote advice meetings.
Client data is protected by Microsoft’s world-class application and data security capability. Furthermore, the portal, and CURO, is architected in a way that facilitates a range of AI and machine learning opportunities.
Please contact us to find out more.