Breaking News
Comentis Partners with Time4Advice to Assist IFAs in the Detection of Financial Vulnerability
Clinical tech provider, Comentis, has today announced its partnership with Time4Advice, a leading provider of CRM software for financial planning and wealth management firms. Comentis’ Cognitive Assessment Engine (CAE) will integrate with the CRM platform to help Time4Advice’s clients detect and support their vulnerable customers.
The CAE is the first product in the financial advice market to combine financial technology and clinical expertise to produce an accessible and cost-effective platform that incorporates seamlessly with advisers’ existing software infrastructure. This makes it the perfect partner for Time4Advice as the CRM provider continues on its quest to help its users improve the efficiency of their back-end processes.
Comentis’ technology has been fully integrated with Time4Advice’s platform in a completely bespoke way. The software will help advisers identify and support vulnerable customers by providing them with a combination of general and clinical psychometric questions to ask their client, whilst also providing users with a clear audit trail to help with the recording and reporting of vulnerable customers. Alongside these benefits, the partnership will ensure objectivity and reliability across the vulnerability assessment process among Time4Advice’s clients.
Jonathan Barrett, Co-Founder & CEO of Comentis, comments: “Tech is a game changer when it comes to supporting vulnerable clients, and it’s vital that we use it to change how advisers are identifying and supporting customers, especially right now with increasing regulatory pressure on firms. Digital platforms, like Comentis, combine clinical expertise and sophisticated data to allow advisers to assess customers much more effectively and in a way that is consistent across the whole industry. This is vital in helping advisers better support and report on financially vulnerable clients, of which the FCA estimates there are up to 27.7 million in the UK. Our partnership with Time4Advice will do just that.
“Time4Advice is a practitioner-led provider of financial planning and wealth management technology, which already improves the efficiency of its clients’ back-end processes.. Through a combination of Time4Advice’s renowned technology and Comentis’ clinically backed software, advisers will be able to better detect financially vulnerable clients, and the assessment process will be less susceptible to subjectivity and human error.”
Roland Rawicz-Szczerbo, Director at Time4Advice, comments: “With more things between advisers and their clients being done online, an adviser’s ability to spot potential client vulnerabilities is being reduced. Therefore, we are delighted to integrate our system, CURO, with Comentis. The integration provides our users with a robust and seamless solution for assessing their client’s capacity for decision making and their likelihood of being financially vulnerable.”
- Cytora and Quarticle Partner to Embed Cloud-Native GeoIntelligence into Commercial Insurance Workflows Read more
- Integrity Viking Funds Modernizes Investment Accounting Infrastructure with FIS Investment Accounting Manager Read more
- The True Cost of Fixed Income E-Trading: Transparency, Margins and Market Structure Read more
- KAST Appoints Former Binance Global Communications Leader Brad Jaffe as Chief Communications Officer Read more
- Karby Leggett Appointed Head of Digital Assets for GCNA, South Asia and ASEAN Read more
Apex Fintech Solutions and Wavvest Announce Strategic Partnership to Deliver AI-Powered Financial Planning
Apex Fintech Solutions, Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, and Wavvest, the AI engine automating professional financial planning, today announced a strategic partnership to deliver AI-powered financial planning capabilities to Apex clients. The collaboration will integrate Wavvest's planning technology with Apex's custodial data infrastructure, expanding Apex's AI Suite — a comprehensive package of AI-powered tools spanning advisor productivity and platform development capabilities, including Ask Ascend for intelligent coding and documentation support and the Agentic Development Kit for rapid integration development and prototyping.
TransUnion Advances AI-Driven Credit Intelligence with Google Cloud
TransUnion (NYSE: TRU) today announced its AI Analytics Orchestrator Agent, a next-generation capability built on its OneTru™ solution enablement platform. Leveraging Google’s Gemini models, the new Agent is designed to power advanced analytics within TransUnion’s TruIQ® solutions suite.
Nivo Rolls Out Nivo AI to Brokers and Lenders Following Successful Early Adopter Phase
Nivo has opened access to Nivo AI, its purpose-built agentic AI assistant for specialist lending, to the wider broker and lender market following a successful early adopter phase.
Seapoint and WealthKernel Partner to Simplify Treasury Management for European Startups
WealthKernel, a digital investing infrastructure provider, today announces its partnership with Seapoint, a business account that automates payroll, expenses, invoice payment, reporting and more for startups and scale-ups. The partnership enables Seapoint to offer access to Money Market Funds (MMFs) and custody services to its customers.
Innovate Finance Releases 10th Annual Women in FinTech Powerlist 2025
Innovate Finance is proud to announce the 10th annual edition of the Women in FinTech Powerlist 2025
Smarsh Launches AI-Enabled Communication Surveillance for Small to Medium Businesses
As compliance teams across financial services struggle to keep pace with exploding volumes of digital communications and intensifying regulatory scrutiny, Smarsh today announced the launch of its Noise Reduction Agent, an autonomous AI capability designed to dramatically reduce compliance alert volume up to 60% and eliminate thousands of hours of non-actionable review work each month.
Raisin Launches Its Savings Platform in Italy, Entering Europe’s Third-Largest Deposit Market
Raisin, the global savings and investment platform, is expanding its retail footprint with the launch of its B2C offering in Italy.
Cytora and Quarticle Partner to Embed Cloud-Native GeoIntelligence into Commercial Insurance Workflows
Cytora, the digital risk processing platform, has announced a strategic partnership with Quarticle, a provider of cloud-native geointelligence solutions for the insurance industry.
Integrity Viking Funds Modernizes Investment Accounting Infrastructure with FIS Investment Accounting Manager
Global financial technology leader FIS® today announced that Integrity Viking Funds has selected FIS Investment Accounting Manager to modernize its investment accounting infrastructure. The partnership demonstrates FIS’ ability to deliver enterprise-grade technology to handle increasingly complex investment strategies without prohibitive costs or operational complexity to assets managers of all sizes.
The True Cost of Fixed Income E-Trading: Transparency, Margins and Market Structure
Share this post: Share on LinkedIn Share on X (Twitter) Share on Facebook Share on […]
KAST Appoints Former Binance Global Communications Leader Brad Jaffe as Chief Communications Officer
KAST, the global platform built on stablecoin rails, announced today that Brad Jaffe, who led global communications at cryptocurrency exchange Binance for more than three years during a period of rapid global growth and regulatory evolution, has joined the company as Chief Communications Officer.
Karby Leggett Appointed Head of Digital Assets for GCNA, South Asia and ASEAN
We are pleased to share that Karby Leggett has been appointed Head of Digital Assets for Greater China North Asia, South Asia and ASEAN within the Digital Assets Centre of Excellence. This comes in addition to his current role as Global Head of the Official Institutions Group as part of the Bank’s Global Research team.
Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, is pleased to announce the appointment of Allen Weinberg as Chief Growth and Strategy Officer, effective immediately. In this newly created role, Weinberg will work closely with the leadership team to implement Broadridge’s strategic priorities focused on accelerating sustainable growth, enhancing profitability, and strengthening competitive differentiation. He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape. Weinberg will join Broadridge’s Executive Leadership Team and report directly to Broadridge Chief Executive Officer Tim Gokey.
Apex Fintech Solutions and Wavvest Announce Strategic Partnership to Deliver AI-Powered Financial Planning
Apex Fintech Solutions, Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, and Wavvest, the AI engine automating professional financial planning, today announced a strategic partnership to deliver AI-powered financial planning capabilities to Apex clients. The collaboration will integrate Wavvest's planning technology with Apex's custodial data infrastructure, expanding Apex's AI Suite — a comprehensive package of AI-powered tools spanning advisor productivity and platform development capabilities, including Ask Ascend for intelligent coding and documentation support and the Agentic Development Kit for rapid integration development and prototyping.