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Back-office technology: Curo from Time4Advice

Developments in back-office technology: Curo from Time4Advice

We talk to Roland Rawicz-Szczerbo of Time4Advice about Curo’s integration of back-office and CRM system and what that offers adviser businesses

We also ask Roland about the firm’s decision to focus solely on developing its back-office software and to integrate with ‘partners’ to provide other services to its clients, rather than develop, for example, its own cashflow modelling and risk profiling software.

Time4Advice entered the adviser technology market in 2010 with Curo, a back-office system that was integrated with Microsoft’s customer relationship management (CRM) system Microsoft Dynamics. It was developed by ex Quay Software owners Roland Rawicz-Szczerbo and Mitchell Philpott. Its signings to date include St.James’s Place Wealth Management, Attivo, Ring Associates and Willis Owen. Currently, the company has 51 companies using Curo and over 1300 individual users.

[Running time: 6.09]

0.11 Why have you integrated Curo, your back-office system, with the Microsoft Dynamics CRM?

2.59 Would you explain the partners programme that you operate?

5.02 Do you see collaboration being the way forward for financial services technology in general?

See also the accompanying ABR interview with Roland Rawicz-Szczerbo where he talks about how advisers are changing the way they use technology; what adviser firms should now expect of their back-office systems; and how he sees the advice market developing over the next few years.

Visit Time4Advice website

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