News

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 rel…

We are proud to have been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards. The award is a fitting testimony to our dedicated team who work tirelessly on developing CURO. We would also like to take this opportunity to tha…

Time4Advice has added more features and functionality to its Client Portal. As a result, financial advice firms can now provide their clients with a comprehensive view of their portfolio and financial position across investments, savings, assets & li…

IntegraFin Holdings plc (IntegraFin), the company which owns Integrated Financial Arrangements Ltd which operates the Transact Platform, is pleased to announce the purchase of Time4Advice, the specialist software provider for financial planning and w…

Time4Advice today announced that it is launching the first Intergenerational wealth client portal. As a result, the clients of financial advice firms will be able to view and interact with their own finances and the finances of authorised family memb…

Max will manage business development at Time4Advice. Adopting a consultancy led approach, he will work closely with clients to help them understand what is possible from a modern technology solution and how it enables them to realise their specific b…

Mark will head up Time4Advice’s Data Services team and will work closely with clients to help them in their journey towards digital transformation. He will also lead the company’s drive to become the leader in machine learning and AI within the finan…

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.

Time4Advice today announced that it has launched a new data improvement service for advice firms. Free to all existing clients, the service analyses the completeness of data across an advice firm’s entire business.

Today, it was announced that a further two more Advice firms have decided to switch back-office systems from Intellifo and Iress to Time4Advice.

Time4Advice today announces a new integration between CURO, its leading financial planning and wealth management technology solution, and the Nucleus wrap platform.

Time4Advice today announces a new integration between CURO, it’s leading financial planning and wealth management technology platform, and CashCalc, one of the UK’s leading sophisticated Cashflow planning tools.