Media Centre

Secure CMS integration helps advisers build their protection business

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 t…

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…