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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.
A 23-YEAR-old Gwynedd man “living his best life” as he explored the world had died when he plunged through a skylight after climbing a church…
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 entity and its co-founders Roland Rawicz-Szczerbo and Mitchell... Sign In To read this story please ...
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 Rawicz-Szczerbo and Mitchell Philpott will both remain with the company and there is “no direct im...