News

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

CURO now has Provider Transaction feeds — an automated e-service that saves having to manually enter routine changes to clients' investments and pension funds.

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

We're presenting on how firms can optimise their CRM data management at the Threesixty and moneyinfo Technology Emporium Series in February and March.

We're pleased to announce that Jim Nelson has joined our team as Account Manager.

We'll be presenting on the importance of technology for paraplanners at several locations across the country this autumn.

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…

Time4Advice, the adviser software provider, and business insights expert SmartSearch have launched an integrated online anti-money laundering (AML) solution that makes regulatory checks more convenient for both financial advisers and their end client…