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

Although overall accreditation will be awarded to a firm, to achieve and maintain accreditation, individuals within that firm must hold the relevant accreditations. This means individuals must undertake a two-stage assessment process:

  1. Complete a series of bespoke training courses about CURO
  2. 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.

Chris Baigent-Reed, Managing Director, Jigsaw Tree commented: “We are delighted to be the first firm to become CURO accredited. It means that we can provide Time4Advice’s clients with a range of value-add support services, including consultation, training, creation of templates, and outsourcing. The purpose of becoming accredited is so that we can help advice firms maximise the value of their investment in CURO.”

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commented: “Over the last few years, the demand for CURO has grown significantly, as firms look to change their outdated legacy back-office systems for a modern, Microsoft-based system.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.”

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About Time4Advice
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'.

Our mission is to disrupt financial planning and wealth management technology. For far too long technology providers have failed to deliver the panacea of benefits promised. We’re out to change that. It is why we have teamed up with Microsoft to create CURO, our end-to-end financial planning & wealth management CRM, client portal, advice, and back-office system which is built on Microsoft Dynamics 365 and deployed on the Power Platform.

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.

Our clients have the confidence that we truly understand the technology they implement, and we ensure they have the best possible outcome as we are uniquely placed with our:

  • 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
Our agile virtual business model allows us to mobilise resources where needed and are supporting firms all over the globe, such as Hong Kong, Singapore, and Dubai.

 

Whether they are looking for help for their whole journey; a technology change transition from the initial review of their tech stack, selection, implementation, Go-Live and beyond or help with income reconciliation, template design and build. We have the required skills to support their business and guide them through change, no matter how big or small.

www.jigsawtree.com
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