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”.
As Ian points out, one of the frequent complaints he hears from advisers about client management software is that specialist adviser systems lack much of the power and functionality offered by larger-scale customer relationship management solutions such as Microsoft Dynamics.
Not anymore. Step up to the plate Curo – our CRM system that incorporates a fully featured back-office system built to meet the needs of transitioned and transitioning financial advice businesses.