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Journal

News and Press

Time4Advice and Equifax launch integrated online AML solution for financial advisers

Time4Advice, the adviser software provider, and business insights expert Equifax have launched an integrated online anti-money laundering (AML) solution that makes regulatory checks more convenient for both financial advisers and their end clients. Advisers can now benefit from robust, easy to use AML software integrated within the CURO business management …
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FE Analytics integrates with Time4Advice

FE has added another integration partner allowing more UK based financial advisers to streamline their business processes by integrating FE Analytics with customer relationship management and back-office system CURO, from software and service company Time4Advice. The integration gives CURO users the ability to import historical and nested portfolio data into …
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Testimonial

“Suffering from ever increasing frustration with our existing CMS software provider in terms of; limits to its functionality, its inability to communicate with other IFA systems, support our own advice processes and the endless promises of system improvements that never materialised, we decided we had to make the change! Having …
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Time4Advice – Curo reviewed

In his weekly review of the latest software and technology trends in the market, Ian McKenna, Managing Director of the Finance & Technology Research Centre, praised the Time4Advice offering as one of the “fresh, innovative adviser software packages that represent a further leap forward in what is available to advisers”.
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Time4advice Integrates With Brooks Macdonald

Ground-breaking financial advice software and services company Time4Advice today announces the integration of Curo, the company’s customer relationship management (CRM) and back-office system, with Brooks Macdonald Asset Management (‘Brooks Macdonald’), to offer financial advisers and planners the ease of instant electronic valuations. Time4Advice officially launched Curo into the market in …
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