Time4Advice -  Financial Planning And Wealth Management Software

Time4Advice - Financial Planning And Wealth Management Software company information, Employees & Contact Information

We’re out to disrupt financial planning technology. This means we’re changing the game. For years, financial advisers and wealth managers have been let down by software providers. They’ve been held back by software providers that are purely ‘in it for themselves’ and that have failed to deliver the panacea of benefits promised. That’s why we’ve teamed up with Microsoft to create CURO; it’s an advisor technology ecosystem that spans your entire business. It unifies all your data, processes and business applications, and natively integrates with your everyday Office365 apps including, Excel, Word and Outlook. The result is a digital transformation platform that delivers frictionless omni-channel client experiences, the ability to serve more clients, centralised data, reduced risk and significant operation efficiencies.

Company Details

Employees
50
Founded
-
Address
St Georges Works, 51 Colgate,united Kingdom
Phone
+44 800 032 3774
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Norwich, Norfolk
Looking for a particular Time4Advice - Financial Planning And Wealth Management Software employee's phone or email?

Time4advice - Financial Planning And Wealth Management Software Questions

News

Time4Advice founders to retire as Richard Brian steps into leadership role - Money Marketing

Time4Advice founders to retire as Richard Brian steps into leadership role Money Marketing

Transact’s parent company acquires Time4Advice - Money Marketing

Transact’s parent company acquires Time4Advice Money Marketing

St George’s Works office project brings back start-up soul to former Norwich shoe factory - EDP24

St George’s Works office project brings back start-up soul to former Norwich shoe factory EDP24

Five minutes with…Roland Rawicz-Szczerbo - Money Marketing

Five minutes with…Roland Rawicz-Szczerbo Money Marketing

Tech firm Plannr launches CRM for advisers - Money Marketing

Tech firm Plannr launches CRM for advisers Money Marketing

Top Time4Advice - Financial Planning And Wealth Management Software Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant