Wealth manager St. James's Place has selected Time4Advice to provide its back-office platform.
The client relationship management platform, CURO, will go live next month with the main rollout scheduled for the start of 2014. The platform is a variant of the Microsoft Dynamics xRM platform which has been designed specifically for the financial services industry. Time4Advice sales director Roland Rawicz-Szczerbo said: "CURO is being recognised as a market-driving technology solution. Using CURO, financial advisers will be able to maintain a 360-degree view of their clients, engage with clients as never before via powerful communication tools as well as instantly access the most u...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
