Time4Advice
HQ Address
St. Georges Works, 51 Colegate, Norwich, NR3 1DD, United Kingdom
Website Address
Business introduction
A new generation of financial advice technology
Built on Microsoft Dynamics 365 and Power Platform
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’s why we’ve teamed up with Microsoft to create CURO, our end-to-end financial planning/wealth management CRM, client portal, advice, and back-office system.
Time4Advice Solutions
CURO
Business process automation, unlimited access to data and accessible from any device, anywhere in the world. CURO is the must have next generation solution for modern financial planning businesses. One system, one truth, in one place Instead of multiple systems, each containing client data, doing their job in isolation, CURO holds all......
