From the blog

Stuart Payne, COO, Wills & Trusts Wealth Management Talks About CURO

  • by Time4Advice on
Financial Planning Software

Stuart Payne, Chief Operating Officer of Wills & Trusts Wealth Management and Trust DFM, talks about the transformational benefits of CURO. Stuart explains how CURO has supported his firm’s success and growth. He goes on to talk about how they’ve expanded their offering beyond financial advice into legal and accountancy services. Stuart also talks about the importance of data and what other firms should consider when thinking about changing software providers.  

 
Thank you for the comment! Your comment must be approved first

Latest news

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 rel…
Read article

Professional Adviser Awards - 'Best Technology Provider' Time4Advice

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…
Read article

Time4Advice Adds More Features And Functionality To Its Client Portal

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…
Read article