Digital transformation software for financial planning and wealth management firms
Time4Advice is on a mission to disrupt the financial planning and wealth management technology landscape. 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; It’s an advisor technology ecosystem that spans an adviser firm’s entire business. 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 creates significant operational efficiencies.
Already used by over 5,000 users, CURO’s proven capability is transforming businesses. One of our clients is now servicing 2,500 active clients per adviser, that’s 10x the industry norm. Another client reports doubling business throughput with the same number of staff thanks to the automation that CURO has introduced.