From the blog
Thank you Tim Gilbert
I have just come across this great comment from Tim Gilbert at Ring Associates. Thank you Tim!
Latest news
Save more time with Provider Transaction feeds
CURO now has Provider Transaction feeds — an automated e-service that saves having to manually enter routine changes to clients' investments and pension funds.
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Time4Advice to hold tech seminar on 17th July
Time4Advice will be holding its first technology seminar, titled 'Building the practice of the future', on the 17th July.
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Threesixty Emporium series
We're presenting on how firms can optimise their CRM data management at the Threesixty and moneyinfo Technology Emporium Series in February and March.
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