Transact’s Parent Company Acquires Time4advice

IntegraFin Holdings plc (IntegraFin), the company which owns Integrated Financial Arrangements Ltd which operates the Transact Platform, is pleased to announce the purchase of Time4Advice, the specialist software provider for financial planning and w…
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Time4Advice is Launching the First Intergenerational Wealth Client Portal

Time4Advice today announced that it is launching the 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 memb…
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Time4Advice Appoints Senior Business Development Manager

Max will manage business development at Time4Advice. Adopting a consultancy led approach, he will work closely with clients to help them understand what is possible from a modern technology solution and how it enables them to realise their specific b…
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Time4Advice Appoints Senior Data Expert to Lead Data Services, Machine Learning and AI

Mark will head up Time4Advice’s Data Services team and will work closely with clients to help them in their journey towards digital transformation. He will also lead the company’s drive to become the leader in machine learning and AI within the finan…
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Another Advice Firm Switches From Intelliflo to Time4Advice

The latest firm, which is a chartered financial planning and legal advice business, will replace their existing system (Intelliflo’s Intelligent Office) with Time4Advice’s CURO solution.
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Time4Advice launches a free data improvement service for advice firms

Time4Advice today announced that it has launched a new data improvement service for advice firms. Free to all existing clients, the service analyses the completeness of data across an advice firm’s entire business.
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Two More Advice Firms Switch From Intelliflo and Iress to Join Time4Advice.

Today, it was announced that a further two more Advice firms have decided to switch back-office systems from Intellifo and Iress to Time4Advice.
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Time4Advice Integrates with Nucleus for Transaction History Data and Automation of MiFID I…

Time4Advice today announces a new integration between CURO, its leading financial planning and wealth management technology solution, and the Nucleus wrap platform.
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Time4Advice announces a new integration with CashCalc

Time4Advice today announces a new integration between CURO, it’s leading financial planning and wealth management technology platform, and CashCalc, one of the UK’s leading sophisticated Cashflow planning tools.
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Time4Advice migrates CURO to Microsoft’s Azure cloud.

Time4Advice has completed the migration of its leading financial planning and wealth management system, CURO, to the Azure cloud platform. It means CURO clients have access to increased benefits
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Save more time with Provider Transaction feeds

CURO now has Provider Transaction feeds — an automated e-service that saves having to manually enter routine changes to clients' investments and pension funds.
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Time4Advice to hold tech seminar on 17th July

Time4Advice will be holding its first technology seminar, titled 'Building the practice of the future', on the 17th July.
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