Company Information

Get to know Time4Advice

Founded in 2010, Time4Advice is a UK-based technology company that specialises in providing enterprise-level software solutions to the financial advice and wealth management industry. Their flagship product, CURO, is a comprehensive practice management system that unifies Client Relationship Management (CRM), business management, and client engagement functionalities. Built on the Microsoft Dynamics 365 platform, CURO aims to help firms increase operational efficiency, enhance client relationships, and ensure regulatory compliance. In 2021, the company was acquired by LGT, a leading international private banking and asset management group, to further enhance the technology offerings for its LGT Wealth Management division and the wider market.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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Time4Advice

United Kingdom

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.