One system, one truth, in one place

CURO is the complete cloud solution for financial planning businesses. At last, you can find all your favourite apps in one place with all of them working seamlessly together to deliver optimal efficiency for your business. With CURO you will spend more time doing the things that your clients value and less time doing the things they don’t.

HeadStart programme kicks starts 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 art of the possible as you become familiar with the capabilities of CURO. It’s for this reason that we have created HeadStart and will continue to expand it to deliver even more value to you over time.

HeadStart brings together some of the most important processes and documents that you will need to support your business. HeadStart includes:

  • New prospect qualification
  • KYC
  • Making and recording a recommendation
  • Implementing advice
  • Client reviews
  • Automated rebalancing model portfolios 

And a whole lot more.