How do we make it simple?

Time4Advice and Microsoft have agreed a strategic relationship. Our joint aim is to help financial planning and wealth management firms digitally transform their businesses.

Microsoft are investing $bn’s in R&D on digital transformation technologies. The applications at the centre of their investment are Dynamics 365, Azure and Office 365. CURO, our leading financial planning and wealth management solution is built on Dynamics 365, hosted on Azure and natively integrates with Office 365. 

In addition, CURO is also being deployed on to Microsoft’s Power Platform. As a result, our financial planning and wealth management clients will benefit from unrivalled levels of interoperability with the full suite of Microsoft applications including, Word, Excel, Outlook and Power BI. Firms will also have unfettered access to their data (single-point-of-truth) to help drive all the benefits of digital transformation, automation, and AI.