Another Advice Firm Switches From Intelliflo to Time4Advice
Today, it was announced that another Advice firm has decided to switch back-office systems from Intellifo 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.
CURO is the most modern financial advice and wealth management solution available. It is built on Microsoft technology and provides a complete end-to-end client and advice management system. It’s essentially 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 multi-channel client engagement, the ability to serve more clients better, centralised data, reduced risk, and significant operational efficiencies.
Roland Rawicz-Szczerbo, Director, Time4Advice, commented: “Current restrictions on face-to-face meetings are accelerating the need for firms to evolve their business models. Modern technology that facilitates digitalisation and unfettered access to data is becoming not only critical to remaining competitive, but also necessary for survival”.
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.
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