Access from any device

CURO has been optimised for access from any connected device. This means you can access CURO on a Windows PC and yes, on Apple OS too.  You can also access CURO on the go…
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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

There is a large and growing demand from advice firms to provide their customers with an accessible and relevant digital experience, sharing crucial and pertinent financial in…
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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 deployment options. Cloud based or On-Premise

A central tenant for the development of CURO was its ability to work the way you work and not force you to change your working practices to fit in with your software. This sam…
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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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Headstart programme accelerates business transformation

Configuring CURO to support your business means that you need to know what you want CURO to do from day one. We know that this is a big ask as you only begin to understand the…
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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 document management keeping all documents and data in one place

Documents can be stored via the CURO SharePoint integration. SharePoint is delivered as part of Microsoft Office 365 (E3). This means all your data and documents are conn…
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Integrated mortgage research

Researching the best mortgage deal is time consuming, which is why we have partnered with the most comprehensive and modern of all mortgage portals, Twenty7Tec.
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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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Real business process automation

With CURO you control the creation of processes that automate your routine tasks. The system will ensure that you deliver the right service to the right clients, at exactly th…
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Relevant and timely business intelligence that brings your business to life

Business intelligence (BI) is the ultimate business reporting tool. All your essential management information and key performance indicators are laid out in your own personali…
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The centre of everything

Over time, CURO will become the very backbone of your business, bringing order and predictability to your interactions with clients and commercial partners. It’s temptin…
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Unlimited access to data supported by powerful search tools

Client data is your most valuable asset, yet legacy systems often help to degrade it and, ultimately, make it worthless. This is because they make your data hard to access and…
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Unlimited capacity allowing CURO to support your businesses growth

CURO is suitable for every style of firm because it’s built on Microsoft’s Dynamics 365 CRM, the platform that defines the concept of scalability. It can effortles…
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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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