Software provider Time4Advice (T4A) has introduced an “Accredited Partner Programme” built for consultancy, specialist training, and outsourcing firms who work within the financial planning and wealth management sector.
The aim was that these trained service providers would be able to help its clients with a range of added-value services, the firm said. T4A highlighted that many financial advice firms relied on third-party service providers for remuneration reconciliation, compliance management, and software adoption. "By joining our programme, service providers are trained to use and configure CURO, Time4Advice's end-to-end financial planning/wealth management CRM, client portal, advice, and back-office system," it explained. According to T4A, overall accreditation will be awarded to a firm, but ...
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