Practitioner led

We’re entirely focused on financial planning and wealth management technology. We’re practitioner led; one of our founders was Financial Adviser of the year. In addition, we have industry practitioners and experts at all levels, so we’re rooted in the challenges advisers face.

There’s no better validation of any product or service than to have customers who are prepared to talk about how satisfied they are. We currently serve over 5,000 advisers and have won the trust of some of the UK’s most experienced and influential advisory firms for one simple reason; our software delivers what it promises.

Our promise

Our mission to disrupt financial planning and wealth management technology. For far too long technology providers have failed to deliver the panacea of benefits promised. We’re out to change that. It’s why we’ve teamed up with Microsoft to create CURO; It’s an adviser technology ecosystem that spans your entire business. The result is a digital transformation platform that delivers seamless multi-channel client experiences, the ability to service more clients, centralised data, reduced risk and significant operational efficiencies.