FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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You are currently accessing Professional Adviser via your Enterprise account.
If you already have an account please use the link below to sign in.
If you have any problems with your access or would like to request an individual access account please contact our customer service team.
Phone: +44 (0) 1858 438800
Email: [email protected]
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."
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 to achieve and maintain accreditation, individuals within that firm must hold the relevant accreditations.
To prove that they can fulfil the criteria for becoming an accredited partner, individuals must complete a series of bespoke training courses about CURO and successfully pass a series of accreditation tests.
T4A added that the firm, and its individuals, had to commit to ensuring their knowledge of CURO remained up-todate and relevant to the company’s clients. Regular review sessions with Time4Advice would help to facilitate this, it said.
Benefit to clients
Once a firm has been accredited, Time4Advice’s said, clients could be assured that the accredited service provider has been thoroughly trained and was, therefore, able to help them get the most out of their investment in CURO.
The first firm to be accredited was Worcester-based specialist consultancy and outsourcing firm, Jigsaw Tree.
Chris Baigent-Reed, managing director at Jigsaw Tree, said: “We are delighted to be the first firm to become CURO accredited. It means that we can provide Time4Advice’s clients with a range of value-add support services, including consultation, training, creation of templates, and outsourcing.
“The purpose of becoming accredited is so that we can help advice firms maximise the value of their investment in CURO.”
Rawicz-Szczerbo added that over the last few years, the demand for CURO had grown significantly, as firms looked to change their outdated legacy back office systems for a modern, Microsoft-based system.
“To keep up with demand and to help our clients get even more from CURO, we are delighted to offer consultancy and outsourcing firms the opportunity to become CURO accredited. Congratulations to Jigsaw Tree for being the first accredited firm.”
IntegraFin, parent company of platform Transact bought T4A in January 2021 for an undisclosed sum. Time4Advice remained a separate legal entity and retained its distinct brand. Co-founders Roland Rawicz-Szczerbo and Mitchell Philpott both remained with the company and there was no direct impact on the roles of staff at either company.
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