Access from any device

CURO can be accessed from any location and from any connected device, including PC, laptop, tablet and mobile. 
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Built on Microsoft Dynamics 365

CURO built on the Microsoft Dynamics 365 platform. With over 5 million users worldwide and an R&D spend of $2 billion annually, financial planning businesses can now take …
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Client portal

CURO includes a secure Client Portal that enables you to provide your clients with a complete personalised digital experience. Through its modern UI and an adaptive design, yo…
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Comprehensive back office functionality

CURO offers powerful CRM capabilities in addition to being a comprehensive back office solution. From new business processing to remunerations reconciliation, powerful complia…
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Comprehensive client management

CURO is configured for financial planning businesses and is ready to use out of the box. It includes standardised product and provider databases, daily fund and equity price f…
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E-Services to support super-efficient remuneration reconciliation and plan valuations

CURO has been designed for e-services. It consumes data from numerous third-party providers via the T4A messaging hub, Symmetry as well as the Origo Integration Hub. It suppor…
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Financial planning at your fingertips

One of the most effective strategies an advice firm can implement is the provision of an ongoing financial planning service with lifetime cash flow planning at its heart. How …
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Flexible Cloud based deployment options

CURO has been designed and architected to be deployed as SaaS and we are pleased to offer two options for hosting your CURO solution: Hosted The CURO tenant and all supportin…
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Fully integrated with Office 365 and Outlook

CURO is seamlessly integrated with Microsoft Office letting you achieve maximum business efficiency. All emails, letters, appointments and tasks are automatically tracked agai…
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Functionality overview

CURO delivers an all-inclusive and fully comprehensive range of functionality. Key elements include: CRM Lead management Client on-boarding, KYC, AML and account …
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Integrated AML checks

Understanding and knowing your clients is so much more than completing a fact find – it is all about understanding who you are dealing with as well as ensuring that you …
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Integrated mortgage research

Researching the best mortgage deal is time consuming, which is why we have already integrated the most comprehensive and modern of all mortgage portals, Twenty7Tec. We will al…
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Integrated protection quotes

Protection is the bedrock of all financial planning, yet the sale of life assurance, critical illness and permanent health insurance is often overlooked, leaving clients expos…
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Integrated research tools

No business can be the experts at everything and for this reason Time4Advice concentrates all its attention on CURO. We do not build lifetime cash flow modelling or fund analy…
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Integrated telephony

CURO becomes the centre of your business when integrated with your cloud telephony system. Partnering with RingCentral, you can bring your entire office communications into on…
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Out-of-the-box operation

CURO comes equipped with common 3rd-party and Provider data integrations, pre-built and documented workflow processes, pre-built but unbranded document templates and pre-built…
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Unlimited highly personalised client reporting

CURO is fully configurable meaning that you can build, or have built for you, exactly the reports you want in your system and have them branded as your own. Using powerful rep…
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Unrivalled client communication and marketing built in

Relevant client communications have never been more relevant in a client centric service orientated business. The kind of communication that works best for a financial adviser…
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