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.

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, your clients can view and engage with their investments and other financial information across any mobile, tablet, laptop, and desktop device. It also provides a secure way of sharing documents and exchanging messages. It is fully configurable to your brand and can be adapted to match your existing website. 

Our Client Portal is just one of the many ways we enable financial planning and wealth management firms to digitally transform; delivering frictionless omni-channel client experiences, the ability to serve more clients, centralise data, reduce risk and create significant operation efficiencies.

 
Client portal