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.
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 dashboards and Business Intelligence reports that span all key business areas (marketing and lead generation through to remunerations and compliance). Specifically, these cover most of the important processes and documents that you will need to support your business, i.e.
- New prospect qualification
- Making and recording a recommendation
- Implementing advice
- Client reviews
- Automated rebalancing model portfolios