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SJP in back-office deal with Time4Advice

Roland Rawicz-Szczerbo, sales director for Time4Advice, said the system’s delivery through Microsoft Outlook would make it familiar and accessible to advisers with St James’s Place.

Curo was built on the Microsoft Dynamics platform and Time4Advice claims it is the most cutting-edge point of access to client management support on the market.

Mr Rawicz-Szczerbo said: “Curo is recognised as a market-driving technology solution. Using Curo, financial advisers will be able to maintain a 360-degree view of their clients, engage with clients as never before through powerful communication tools as well as instantly access the most up-to-date information on their clients, whether they are in the office or at client meetings.

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