Time4Advice Adds More Features And Functionality To Its Client Portal

November 8, 2021

Client Portal - personalised and on-demand. Helping you deliver exceptional digital experiences for your clients, 24/7.

Time4Advice today announced that is 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 & liabilities, protection, and retirement planning.

Digital transformation

For some advice firms, digital transformation has become more than a way of remaining competitive, it has become necessary for survival. However, digitalisation is not simply taking what you currently do on paper and in spreadsheets and ‘computerising’ it. Ultimately, it is about giving your clients personalised, meaningful, and rewarding experiences whenever they choose.

Digital transformation is also about looking to the future. The financial advice landscape is changing rapidly. New low-cost advice providers are increasing the pressure to reduce advice fees. Furthermore, there is a new generation of wealth accumulators and investors whose expectations on how to access products and services is quite different from the way most advice firms currently engage clients. Whatever the future holds, one thing can be certain, data will increasingly become a firm’s most valuable asset.

Client Portal is an extension of CURO

The use of third-party Client Portals can often mean there is a mismatch of data and portfolio valuations with a firm’s back-office system. As a result, advisers and clients are often presented with information that is not aligned.

Our Client Portal is an extension to CURO, our Microsoft Dynamics based financial advice and wealth management system. As a result, it uses the same data, provider feeds, and third-party integrations. This means valuations and account balances are natively synchronised so that advisers and their clients see the same information.

Time4Advice and Microsoft

Being integral to CURO also means that our Client Portal benefits from Microsoft’s annual R&D spend of circa $2bn on their Dynamics application. This means Client Portal will continue to evolve and develop with new features and improved functionality being added regularly.

The Microsoft factor is also important when it comes to your client data security. Our Client Portal is hosted on Azure and benefits from Microsoft’s world-class security and hosting environment.

Client Portal features


Features	What this means for advice firms and their clients
Client Portal has an inter-generational wealth capability	As a result, your clients are able to view and interact with their own finances and the finances of authorised family members, such as elderly parents.
Client Portal is an extension to CURO not just a ‘bolt-on’	This means all data and client engagements are unified into a single view for the adviser to see. This enables advisers to collaborate seamlessly with their clients.
World-class data security and application stability provided by Microsoft	This means your client’s data and interactions are safe and secure. It also protects your brand and reputation.
CURO and its Client Portal benefit from Microsoft’s annual R&D spend of circa $2bn on their Dynamics application. This means we have a continuous upgrade plan in place for CURO.	This means Client Portal will continue to evolve and develop with new features and improved functionality being added regularly. All designed to help you keep pace and stay ahead.
Intuitive navigation and an easy-to-use UI	This means your clients will enjoy using Client Portal.
Online user guides	If your client does get stuck, Client Portal includes a comprehensive set of user guides, all of which can be branded to your firm.
Secure messaging between adviser and their clients. All of which are stored automatically in CURO.	This means client and adviser messages are secure. It also means that a unified record of all client interactions is stored within CURO.
Two-factor-authentication	This gives your clients extra control and security in accessing Client Portal.
Current and historic investment values	This means your clients can see meaningful information about the performance of their investments
Underlying fund information with the ability to define a custom period	This means your clients can drill down into the detail of their investments.
Fund documentation (Fact Sheet, Prospectus, and KIID) are available.	This means your clients have access to key documentation without the need to leave your Client Portal
Range of products covered: Investments Savings Assets Liabilities Protection Retirement planning	This means your clients have a comprehensive view of their portfolio and financial position.
Client Portal is branded to your firm.	This means Client Portal is yours. It is an extension of your brand and your client service offering.

Would you like more information?

Existing CURO customers:
If you are an existing CURO customer and interested in finding out more about Client Portal, please contact your Account Manager.

New CURO customers:
If you are new to CURO and interested in finding out more, please do call or send us a message via our contact page.

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