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Transact purchases financial planning software provider Time4Advice

Transact purchases financial planning software provider Time4Advice First acquisition of 2021 Time4Advice will remain as a separate legal entity and its co-founders Roland Rawicz-Szczerbo and Mitchell Philpott are set to remain with the company. Transact’s parent company IntegraFin Holdings has acquired financial planning software provider Time4Advice. Transact said the acquisition would enable it to enhance platform and adviser back office processes. Time4Advice will remain a separate legal ...
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Transact's parent company acquires Time4Advice

11 th January 2021 12:07 pm Transact’s parent company Integrafin has purchased financial planning software provider Time4Advice for an undisclosed sum. The company says the deal will allow the Transact platform to enhance adviser back office processes and support advisers with their “digital transformation”. Time4Advice aims to accelerate software development and expand its reach as part of the acquisition. It will remain a separate legal entity and retain its brand. Co-founders Roland ...
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