CURO is our end-to-end financial planning & wealth management CRM, client portal, advice, and back-office system. Built on Microsoft Dynamics 365 and deployed on the Power Platform, CURO is not just another proprietary advice system. By extending Dynamics to satisfy the end-to-end needs of advice businesses, CURO also provides world-class CRM and native integration with everyday Microsoft applications (Excel, Word, Outlook, Teams, and many more).
Microsoft and Time4Advice - a strategic relationship that will benefit financial advice firms
"The level of functionality and data that has been built out in CURO is amazing. It is the purest extension of the Microsoft Dynamics platform as an integrated independent software vendor solution that I have seen". Microsoft spokesperson.