Time4Advice - financial planning and wealth management software
Financial Services
Colgate, United Kingdom
50 employees
- Employees
- 50
- Contacts
- 2
- Emails
- 2
Time4Advice - financial planning and wealth management software Overview
- Headquarters
- Colgate, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- time4advice.co.uk
- Industry
- Financial Services
- Employees
- 50
- Founded
- 2010
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Time4Advice - financial planning and wealth management software
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.
Time4Advice - financial planning and wealth management software Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Time4Advice - financial planning and wealth management software Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matt Smith | Curo Technical Director at Time4advice |
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| Jayne Cronin | Operations Manager at Time4advice |
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| Al Sherriff | Fintech and Digital Identity Specialist | London, England, United Kingdom |
Email
|
| Mitchell Philpott | Retired Former Md at Time4advice Ltd | Greater Norwich Area, United Kingdom |
Email
|
Employees by Management Level
Individual contributor
8 profiles
VP / Head
2 profiles
Manager
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Sales | 2 | 2 | 0 |
| IT | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |
Time4Advice - financial planning and wealth management software Tech Stack
Data / AI
2 profiles
Cloud / infrastructure
1 profile
Product / design
1 profile
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