Stuart Payne, COO, Wills & Trusts Wealth Management Talks About CURO

  • by Time4Advice on
Financial Planning Software

Stuart Payne, Chief Operating Officer of Wills & Trusts Wealth Management and Trust DFM, talks about the transformational benefits of CURO. Stuart explains how CURO has supported his firm’s success and growth. He goes on to talk about how they’ve expanded their offering beyond financial advice into legal and accountancy services. Stuart also talks about the importance of data and what other firms should consider when thinking about changing software providers.  

 
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