Time4Advice Launches an Accredited Partner Programme
Time4Advice today announced that it has launched an Accredited Partner Programme designed for consultancy, specialist training, and outsourcing firms who work within the financial planning and wealth management sector.
Many financial advice firms rely on third party service providers for remuneration reconciliation, compliance management, and software adoption. By joining the Time4Advice Accredited Partner Programme, service providers are trained to use and configure CURO, Time4Advice’s end-to-end financial planning/wealth management CRM, client portal, advice, and back-office system. The aim is that these trained service providers will be able to help Time4Advice’s clients with a range of added-value services.
The Criteria for Becoming an Accredited Partner
- Complete a series of bespoke training courses about CURO
- Successfully pass a series of accreditation tests
The firm, and its individuals, must commit to ensuring their knowledge of CURO remains up-to-date and relevant to Time4Advice’s clients. Regular review sessions with Time4Advice will help to facilitate this.
The Benefit of the Accredited Partner Programme to Time4Advice’s Clients
Once a firm has been accredited, Time4Advice’s clients can be assured that the accredited service provider has been thoroughly trained and is therefore equipped to help them get the most out of their investment in CURO. The first firm to be accredited is specialist consultancy and outsourcing firm, Jigsaw Tree.
Roland Rawicz-Szczerbo, Director, Time4Advice commented: “Over the last few years, the demand for CURO has grown significantly, as firms look to change their outdated legacy back-office systems for a modern, Microsoft-based system. To keep up with demand and to help our clients get even more from CURO, we are delighted to offer consultancy and outsourcing firms the opportunity to become CURO accredited. Congratulations to Jigsaw Tree for being the first accredited firm.”
Time4Advice is owned by IntegraFin Holdings plc, the parent company of Transact, the leading investment wrap platform. We’re entirely focused on financial planning and wealth management technology. We’re practitioner led. In fact, one of our founders was previously 'Financial Adviser of the Year'.
About Jigsaw Tree
Jigsaw Tree is a specialist consultancy and outsourcing business. We work in collaboration with Financial Advice firms to support and improve their operations by delivering a suite of services provided by the best professionals which add value and support the business requirements of the firms we partner with.
- expertise in the UK financial services sector
- expansive knowledge of the technologies available
- close working relationships with technology providers
- growing base of certified/accredited status
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