Time4Advice

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

[Time4Advice @Time4Advice]

Catch Our Interview with Douglas Orr, CEO, MessageMatrix - Instant Messaging; The Risks, Opportunities, and Compliance.
#financialplanning #financialadvisor #WealthManagement

https://t.co/AmCQtRvOzT

[Time4Advice @Time4Advice]

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

https://t.co/Bl4C0FP5st
#financialplanning #wealthmanagement

[Time4Advice @Time4Advice]

Hear Hugo Thorman, Non-Executive Director, @SecclTech , Talk About The Future of Platforms and Adviser Technology.
#financialplanning #financialadvisor #WealthManagement

https://t.co/ZYRJbL6Ot6

[Time4Advice @Time4Advice]

Hear @WardleHelena, CEO, Money Means, Talk About Her Firm’s Approach To Making Financial Advice Accessible For Everyone.
#financialplanning #wealthmanagement #digitaltransformation

https://t.co/VbnO3LqAO8

[Time4Advice @Time4Advice]

Hear Jamie Philip, Partner, @SaltusFP, Talk About Why Data is a Big Deal and Why Firms Need to Prioritise Its Importance.

https://t.co/HpXrhpCxRC

#financialplanning #wealthmanagement #data

[Time4Advice @Time4Advice]

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

[Time4Advice @Time4Advice]

Time4Advice today announced that it has launched an Accredited Partner Programme. Congratulations to @JigsawTree for being the first accredited firm.

#financialplanning #wealthmanagement #microsoft

https://t.co/48gYLoOpJK

[Time4Advice @Time4Advice]

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
https://t.co/pfrw1CH5rI

[Time4Advice @Time4Advice]

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

https://t.co/QnqYQeE9NK

[Time4Advice @Time4Advice]

'Picking the right tech for any budget' - an interesting @NewModelAdviser article featuring @timjrye, CTO at @theprogenygroup

https://t.co/ht00V2yiFp

#financialplanning #financialadvisers #wealthmanagement

[Time4Advice @Time4Advice]

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

https://t.co/Hf4FQfI04B

#financialplanning #WealthManagement

[Time4Advice @Time4Advice]

Our latest interview on #digitaltransformation is with Natasha McKenzie, MD of Talisman Hub. Natasha talks about strategy, data, and the path to digital maturity.

https://t.co/JcuAQIesrv

#financialplanning #wealthmanagement

[Time4Advice @Time4Advice]

Hear what @NikJMarsh,MD of @AFPLimited, a leading Chartered Financial Planning firm, has to say about the transformational benefits of using CURO.
https://t.co/T4eiSBfskC

#financialplanning #wealthmanagement #financialadvisors

[Time4Advice @Time4Advice]

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

https://t.co/AvpDAEjvzZ

#financialplanning #WealthManagement

[Time4Advice @Time4Advice]

Our latest interview on #digitaltransformation is with Mark Harrison, CTO @KillikandCo. Mark talks about some of the challenges #financialplanning and #wealthmanagement firms face.

https://t.co/kqS9wadcn6

[Time4Advice @Time4Advice]

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.
https://t.co/o2c5bZSvdE

#financialplanning #wealthmanagement

[Progeny @theprogenygroup]

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: https://t.co/9kmBgTZGyb

[Time4Advice @Time4Advice]

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.

https://t.co/k7vdxUVZG2

#financialplanning #financialadvisors #wealthmanagement

[Time4Advice @Time4Advice]

What will your firm be doing in 5 years time? Is Your Existing Software Up To The job? - 3 Musts To Consider

https://t.co/pPtfUUAbca

#financialplanning #wealthmanagement #financialadvisors

[Time4Advice @Time4Advice]

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