@Time4Advice

Modern financial planning and wealth management software. Our solution digitally transforms your advice business. Don't get left behind, make the switch.

 Norwich, England
time4advice.co.uk/
Joined July 2010
  • Tweets394
  • Following499
  • Followers470
90Media
Catch Our Interview with Douglas Orr, CEO, MessageMatrix - Instant Messaging; The Risks, Opportunities, and Compliance. #financialplanning #financialadvisor #WealthManagement time4advice.co.uk/media/blog…
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Time4Advice team to hike 26 miles in aid of @macmillancancer. None of us know when we might next need Macmillan in our own lives so, please help us raise as much as possible by donating via our sponsorship page justgiving.com/fundraising/t… #financialplanning #wealthmanagement

T4A Trekkers Norfolk Coast Mighty Hike

Help Lucy Lait raise money to support Macmillan Cancer Support

justgiving.com
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Hear Hugo Thorman, Non-Executive Director, @SecclTech , Talk About The Future of Platforms and Adviser Technology. #financialplanning #financialadvisor #WealthManagement time4advice.co.uk/media/blog…
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Hear @WardleHelena, CEO, Money Means, Talk About Her Firm’s Approach To Making Financial Advice Accessible For Everyone. #financialplanning #wealthmanagement #digitaltransformation time4advice.co.uk/media/blog…
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Hear Jamie Philip, Partner, @SaltusFP, Talk About Why Data is a Big Deal and Why Firms Need to Prioritise Its Importance. time4advice.co.uk/media/blog… #financialplanning #wealthmanagement #data
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Behind the scenes view: our own Roland Rawicz-Szczerbo preparing to interview Jamie Philip from @SaltusFP on the practical things firms can do to maxmise the value of their data. Interview released soon. #financialplanning #wealthmanagement #financialadvisor
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Time4Advice today announced that it has launched an Accredited Partner Programme. Congratulations to @JigsawTree for being the first accredited firm. #financialplanning #wealthmanagement #microsoft time4advice.co.uk/media/news…
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Proud to be awarded ‘Best Technology Provider’. Thank you @Profadviser Thanks also to our amazing clients for their loyalty, feedback, and their vision in recognising the strategic benefits of investing in Microsoft-based technology. #PAAwards22 professionaladviser.com/news…

Revealed: All the winners at the PA Awards 2022

PA Awards 2022

professionaladviser.com
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Hear what Stuart Payne, COO of @WTrustsWMGroup has to say about the transformational benefits of CURO. Stuart explains how CURO has supported his firm’s success and growth. #financialplanning #financialadvisers #wealthmanagement time4advice.co.uk/media/blog…
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'Picking the right tech for any budget' - an interesting @NewModelAdviser article featuring @timjrye, CTO at @theprogenygroup citywire.com/new-model-advis… #financialplanning #financialadvisers #wealthmanagement

Picking the right tech for any budget

Two tech experts discuss the technology they would use at firms of any size.

citywire.com
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Our latest interview is with Philip Hodges. Philip talks about #digitaltransformation and the opportunities his new #fintech business,@Guiidepensions, is presenting to financial advice firms time4advice.co.uk/media/blog… #financialplanning #WealthManagement
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Our latest interview on #digitaltransformation is with Natasha McKenzie, MD of Talisman Hub. Natasha talks about strategy, data, and the path to digital maturity. time4advice.co.uk/media/blog… #financialplanning #wealthmanagement
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Hear what @NikJMarsh,MD of @AFPLimited, a leading Chartered Financial Planning firm, has to say about the transformational benefits of using CURO. time4advice.co.uk/media/blog… #financialplanning #wealthmanagement #financialadvisors
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Nearly a year on since the acquisition of Time4Advice by IntegraFin, @Transact’s parent company, Jonathan Gunby, CEO of Transact speaks with Roland Rawicz-Szczerbo time4advice.co.uk/media/blog… #financialplanning #WealthManagement
Our latest interview on #digitaltransformation is with Mark Harrison, CTO @KillikandCo. Mark talks about some of the challenges #financialplanning and #wealthmanagement firms face. time4advice.co.uk/media/blog…
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Time4Advice adds more features to its Client Portal. Firms can now provide their clients with views of their portfolio across investments, savings, assets & liabilities, protection, and retirement planning. time4advice.co.uk/media/news… #financialplanning #wealthmanagement
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Progeny CEO @NeilMoles sits down with @RolandRS, Director of Time4Advice to catch up on Progeny's business activity over the past year and discusses a variety of industry related topics. Check out the interview: time4advice.co.uk/media/blog…

Curo | Financial Planning & Wealth Management Software

Cloud native CRM and practice management platform built on the Microsoft Power Platform, enabling scalable, automated, and AI supported operations for financial planning and wealth management firms.

curo-online.co.uk
Time4Advice@Time4Advice25 Aug 2021
Catch our full interview with Neil Moles, CEO of @theprogenygroup. Neil talks about Progeny, the challenges that exist for the wider financial advice sector, people, data, and technology. time4advice.co.uk/media/blog… #financialplanning #financialadvisors #wealthmanagement
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Catch our full interview with Neil Moles, CEO of @theprogenygroup. Neil talks about Progeny, the challenges that exist for the wider financial advice sector, people, data, and technology. time4advice.co.uk/media/blog… #financialplanning #financialadvisors #wealthmanagement
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What will your firm be doing in 5 years time? Is Your Existing Software Up To The job? - 3 Musts To Consider time4advice.co.uk/media/blog… #financialplanning #wealthmanagement #financialadvisors
We welcome Al Sherriff to the team. Al has a background in implementing innovation, change, and digital transformation programmes for providers, platforms, and advice firms. He will be a great asset to us and our clients. #financialadvisors #wealthmanagement #financialplanning
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