IntegraFin-owned T4A launches service provider training programme

'Keeping up with client demand'

clock • 2 min read
T4A said:  "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."
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T4A said:  "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."

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...

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