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.
Both firms, which are financial planning and DFM businesses, will replace their existing systems with Time4Advice’s CURO solution. CURO will manage all aspects of their advice process including advice, research, managing clients, back-office administration, fee reconciliation and business intelligence.
CURO is an advisor technology ecosystem that spans a firm’s entire business. It unifies all data, processes and business applications. It also natively integrates with Microsoft’s Office365 apps including, Excel, Word and Outlook to help automate everyday business activities. The result is a digital transformation platform that delivers; frictionless omni-channel client experiences; the ability to serve more clients better; centralised data; reduced risk; significant operational efficiencies.
Roland Rawicz-Szczerbo, Director, Time4Advice, commented: “Most of the so-called leading adviser software solutions are built on technology that is 15-25 years old. In most other industries these would be deemed ‘legacy’ systems”.
“Digitalisation, unfettered access to data, and the need to service clients in different ways, are all factors that are shaping the needs of modern advice businesses. As such, firms need modern technology that helps them meet their here-and-now requirements as well as providing a strategic platform for the future.”
We’re out to disrupt financial planning and wealth management technology.
For far too long technology providers have failed to deliver the panacea of benefits promised. They’ve talked about providing a joined-up experience across advice, client management, back-office and admin. Yet most advisory firms are still forced to operate within the constraints of using multiple silo systems, with data held in various places.
We’re on the side of the advisors. This means we’re changing the game. It’s why we’ve teamed up with Microsoft to create CURO; it’s an adviser technology ecosystem that spans your entire business. It unifies all your data, processes and business applications, and natively integrates with your everyday Office365 apps including, Excel, Word and Outlook.
The result is a digital transformation platform that delivers frictionless omni-channel client experiences, the ability to serve more clients, centralised data, reduced risk and significant business efficiencies.