This week, a report by Octopus Investments highlighted the administrative burden is one of the main challenges preventing advisers serving more clients than they did five years ago.

Outdated technology was one of the main reasons cited. Most of the current software solutions are 15-25 years old. In most other industries these would be deemed ‘legacy’ systems. They are simply not-fit-for-purpose.

We’re out to change all of that. It’s why we’ve teamed up with Microsoft to create CURO, the most modern adviser technology solution available in the market.

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Digital transformation - the opportunity

CURO is already used by over 4,000 advisers. One of our clients is now servicing 2,500 clients per adviser.

CURO delivers:

  • ‘Whole office’ functionality, including, advice, product research, back-office, CRM, client servicing, regulatory reporting and admin
  • Automation and true digitalisation of your operations
  • Native integration with Microsoft Office 365 applications, including, Outlook, Excel, Word and Teams
  • World-class Cloud-based hosting (Microsoft Azure)
  • Unfettered access to data (a single-point-of-truth). Resulting in unrivalled MI reporting and business intelligence

Exclusive Offer for Iress Adviser Office Users

Risk-free and cost-free trial of migrating your Adviser Office data to CURO 

Whilst replacing your Adviser Office system might be a necessary step at some stage, we appreciate that it might seem a daunting task. To prove this doesn’t need to be the case, we will, FREE OF CHARGE:

  1. Execute a trial migration of your Adviser Office data into CURO, so you can see for yourself just how quickly it can be done and witness the benefits that can be derived from using CURO.
  2. Analyse the quality of your data and produce a personalised report highlighting any errors.
  3. Produce an initial CURO implementation plan. 

For more information, click the button below or call us on 0800 032 3774.