CURO is our end-to-end financial planning & wealth management CRM, client portal, advice, and back-office system. Built on Microsoft Dynamics 365 and deployed on the Power Platform, CURO is not just another proprietary advice system. By extending Dynamics to satisfy the end-to-end needs of advice businesses, CURO also provides world-class CRM and native integration with everyday Microsoft applications (Excel, Word, Outlook, Teams, and many more).
Microsoft and Time4Advice - a strategic relationship that will benefit financial advice firms
Microsoft and Time4Advice have teamed up to create a strategic relationship. Time4Advice is one of just a handful of partners with whom Microsoft has chosen to work with, globally, to expand their strategic footprint in financial services, specifically UK financial advice and wealth management. It’s why Microsoft has co-funded the development of CURO on Microsoft’s Power Platform. This development will enable advice firms to better analyse data, automate more processes, build their own solutions, and plug in to powerful artificial intelligence capability.
"The level of functionality and data that has been built out in CURO is amazing. It is the purest extension of the Microsoft Dynamics platform as an integrated independent software vendor solution that I have seen". Microsoft spokesperson.
