Sponsored content: Time4Advice to deploy its software on Microsoft Power Platform

Winner of PA Awards 2022 Technology Provider of the Year

clock • 4 min read

Time4Advice has announced that the next major release of its software, CURO, will be deployed on Microsoft’s Power Platform.

Already used by over 100 advice firms, CURO is Time4Advice's financial planning & wealth management CRM, client portal, advice, and back-office system. Built on Microsoft Dynamics 365, CURO is not just another proprietary advice system. By extending Dynamics, CURO satisfies the end-to-end needs of advice businesses, as well as providing world-class CRM, and native integration with everyday Microsoft applications including Excel, Word, Outlook, Teams, and many more. It also means that Time4Advice's client firms benefit from the multi-billion dollars Microsoft invests in its underlying tec...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AI 'trust gap' causing uptake of robo-advisers to remain limited

AI 'trust gap' causing uptake of robo-advisers to remain limited

Clients still lack trust in the technology, Avaloq finds

Isabel Baxter
clock 20 November 2024 • 2 min read
Advice firms only spending 35% of time on client meetings

Advice firms only spending 35% of time on client meetings

Spending more time on business, compliance and staff development

Isabel Baxter
clock 18 November 2024 • 2 min read
PFS Conference 2024: AI should augment not replace human element in advice

PFS Conference 2024: AI should augment not replace human element in advice

Firms that adopt technology to save time will improve client experience

Jenna Brown
clock 14 November 2024 • 2 min read