x

Partners

intro-character-every advisor would agree that consistency of service is vital for a great client experience. So we made sure that working with CURO doesn’t mean severing relationships with software you’re familiar with.

Popular apps will integrate seamlessly with CURO because it works even better when it teams up with others on specialist tasks.

CURO is part of the trusted and popular Microsoft Office suite and utilising the power of Outlook, it avoids the need for repetitive data entry.

Like the host of a stylish and comfortable hotel, CURO effortlessly takes care of everything in the background, leaving you free to build your business.

Meet some of the familiar partners we collaborate with…

Extending CURO

CURO is so much more than just a back office system and because it is built on Microsoft Dynamics CRM, there is a global network of clever software development companies creating solutions that extend Dynamics capabilities.

We are always on the lookout for ways to enhance CURO so that you have control over the important things like reporting and client communications and although CURO does all of these things as standard, our selected partners do so much more to bring control back into your hands. Find out about our partners below. Please note that all of our partner solutions will be charged for in addition to CURO licenses. Contact us for more details.

Financial software partners

Our strategy is to work with best of breed software providers and build meaningful integrations with them so that you no longer have to enter data more than once into any system. In this way, you can focus your efforts finding solutions for your clients rather than waste time on data entry tasks.

Throughout 2016 you will see more specialist software providers join our network of integration partners. Below you can see some of the familiar partners we integrate with today.

Please note that all of our partner solutions will be charged for in addition to CURO licenses. Contact us for more details.

Service providers

Sometimes we all need help to get things done and often we need the input of experts. We have worked with a number of firms for many years and we are happy to recommend the businesses below. So whether you need help with your marketing plan, software systems, client data or business development, we know someone who can help.

Product providers

CURO delivers high levels of business efficiency by automating time consuming yet essential tasks of policy valuation and remunerations management. By working closely with your favourite product providers and platform service providers, Time4Advice is continually adding more message types to cater for the broadest needs of its clients.

Our list of provider and platform integrations is given below. Click on any of the logos to learn more about the services supported.

To download a summary document showing all services supported by the product providers in one place, click here.

Click Dimensions

Click Dimensions is the daddy of all digital marketing plaforms and what makes it so compelling it that it is fully integrated into CURO so there is no time wasted trying to keep systems in sync. From managing all of your digital communications through events, surveys, sms, web forms, nurture and so much more, Click Dimensions is the essential solution for all serious marketers.

Find out more here.

View the video »

DocuSign

Docusign takes the hassle away from chasing down signatures on all of your essential documentation. It is a secure and convenient way to manage documents and with the mobile App offers even greater flexibility for your busy clients on the move. For more information on this secure and intuitive solution, click here for more or watch the video.

View the video »

ENGAGE Process Suite

The process suite of ENGAGE was developed to create an easier and more powerful alternative for common process tools like Visio and IT based BPM tooling. Both for Process Improvement initiatives (LEAN Programs) or the need to have a complete and easy to understand compliance handbook, the cloud based process suite allows you to involve your team and create clarity about your work procedures.

The success of improvement and compliancy initiatives is determined mostly by the way you can involve and empower your team in your key business processes.

Find out more here

View the video »

Eventbrite

Eventbrite is the world’s largest self-service ticketing platform. We build the technology to allow anyone to create, share, find and attend new things to do that fuel their passions and enrich their lives. Music festivals, marathons, conferences, hackathons, air guitar contests, political rallies, charity events, gaming competitions — you name it, we power it. Our mission? To bring the world together through live experiences.

Find out more here

Lead Forensics

Lead Forensics is a powerful website analytics tool that allows you to generate more business from your website by tracking all of your anonymous website visitors that don’t enquire directly. See who is looking at your site, where they go and then engage directly with them. Given that on average 98% of visitors don’t get in touch, you have the opportunity to massively increase your online return on investment using Lead Forensics.

Find out more here.

View the video »

Microsoft

Although CURO has been developed for financial advice businesses, at its heart is the extensible Microsoft Dynamics xRM platform, where x can be what you want it to be. As a development framework, Dynamics xRM delivers all of the power of CRM as well as allowing for the creation of custom entities so that an entirely tailor made solution is within reach for your business.

Starting from scratch needs a considerable amount of thought and preparation and often many hundreds of man days could be consumed in the creation of a meaningful specification document, which is why having CURO as a starting point for your development could save you time and a considerable amount of money.

“Microsoft Dynamics is a global, fast growing business with over 4.5m seats of Dynamics CRM deployed. The largest global customer in Financial Services (by seats deployed) is Barclays. On the back of that we have seen penetration in Lloyds Bank, RBS and Metro Bank. We have a growing install base in Insurance and Capital Markets and aggressive growth targets across the whole of Financial Services. Dynamics CRM is a platform, thus it is equally applicable to Banks, Insurance companies and oil companies, but it is not inherently optimised for their use. For that we look to partners to configure, deploy and extend the functionality.

Dynamics CRM lends itself to large integration work from system integrators such as Accenture or CIBER. However, the IFA market will simply not work with a System Integrator approach. That is why we chose to work with Time4Advice. They have built templates and forms, extending the platform to optimise it for an IFA business. They have an excellent understanding of the needs of the IFA community and are making the solution relevant, affordable and accessible. Microsoft is working closely with T4A to help drive sales of the T4A platform and therefore Dynamics CRM into the IFA market.”

Bruce McKee, Financial Services Industry Lead, Microsoft UK

Find out more here.

XperiDo

Xperido is the premium document creation solution extending your ability to create comprehensive Microsoft Word based reports and client newsletters, all made highly relevant from data merged from CURO. As well as managing filtered tables, the system supports in form calculations and soon to be released charting. When coupled with Workflow and electronic signatures, this really is the reporting tool you have been waiting for.

Find out more here.

View the video »

ZAP BI

ZAP Business Intelligence is the ultimate business reporting tool. All of your essential Management Information and Key Performance Indicators are laid out in your own personalised reporting dashboard. ZAP deploys powerful CUBE analytics to reveal anything and everything you need to know about what is going on in your business in one place.

Find out more here.

View the video »

Equifax

With one of the largest sources of detailed consumer and business data in the UK, Equifax provides insight into the behaviours and drivers behind the Economy, helping our clients drive their businesses forward and consumers access to the products and services they can reasonably afford.

We believe Equifax is unique precisely because we’re big enough to know and advise, yet small enough to listen and respond. We partner with our clients to give them insights into which their best customers are and unlock the value in their customer base. We help organisations to protect against fraud and comply with regulation, and help consumers protect their identity and access credit.

Find out more here.

FE Analytics

FE Analytics – Overview
FE Analytics is an award-winning solution for comprehensive fund research, portfolio modelling and client reporting. FE Analytics integrates with leading back office systems allowing you to import portfolios straight into Analytics for analysis and export outputs directly back again.

End-to-end investment planning
FE Analytics offers you a robust and repeatable investment selection process, saving you time that you can use to focus on growing your business.

Retain your independence
Access an extensive range of whole-of-market data, including multi-assets, ETFs, investment trusts, equities and more. You can research thousands of funds, sectors and indices.

Support your investment philosophy
Our comprehensive and dynamic tools can help you compare recommendations and establish your investment philosophy with ease.

For more information or your free trial click here.

View the video »

Morningstar

Morningstar is among the most renowned investment research and consulting brands in the UK, well-respected by advisers and institutions alike. Your business and Morningstar share the same goal, to help investors make better investment decisions. Morningstar provides access to one of the most comprehensive investment databases covering more than 430,000 investments.

Morningstar data is distinguished by our attention to accuracy and our insistence upon collecting full portfolio holdings data. All major UK fund companies provide complete portfolio holdings data to Morningstar. We cover approximately 95% of assets under management in the UK. This helps to ensure that asset allocation, comparisons, portfolio reporting and the advice you provide to your clients can be based upon a detailed and accurate understanding of their overall portfolio exposures.

Find out more here.

Moneyinfo

Moneyinfo is all about enabling online advice and optimising the use of the web as a means of dealing with your clients cost-effectively. Our client portal, MoneyInfo, removes the cost and complexity of consolidating essential information and producing paper valuations. It delivers on demand online access to everything a client considers financial in an easy to understand user experience and can be utilised in support of your overall service proposition.

MoneyInfo aggregates portfolio information from your investment platforms and non-managed finances from bank and credit card accounts with a single, secure login under your own brand.

Find out more here.

Virtual Cabinet

Combining in-depth expertise with innovative document management technology, Lindenhouse Software is one of the UK’s leading developers of electronic document management software. The company has a particular speciality for providing seamless integrated solutions that save time and money for professional firms.

Their Virtual Cabinet solution combines industry strength document management with secure client communication and the electronic sign-off of documents through an integrated portal. This innovation represents a major step forward in the professional markets served by Lindenhouse.

Find out more here.

Voyant

Voyant is the UK’s leading web-based, interactive financial planning solution. It has been designed specifically with the aim of helping financial planners to raise client understanding of and engagement in key financial decision making, through a genuinely insightful and collaborative process.

Cash flow modelling, needs analysis and lifestyle goal planning are combined into one interactive, intelligent presentation tool. Voyant’s unique approach employs flexible scenario building through a personalised timeline that will enable the planner to define, discuss and modify key lifetime financial needs and aspirations and plan effectively towards achieving them.

“Voyant has seen a surge in popularity following RDR. We now have over 2,000 users amongst the UK financial advice community. Our customers are looking for integration with an up to date CRM/Back office solution, which is why Voyant has integrated with CURO from Time4Advice. We see this relationship as hugely beneficial to offering our clients a best of breed solution that will help support their businesses long into the future.”

David Kaufman, CEO & Founder

Find out more here.

View the video »

Adviser Business Review

AdviserBusinessReview.com brings a fresh edge for advisory firms wanting the latest and best ideas for running successful and profitable practices in a professional market.

Through our website and related publications we deliver quality content created to meet the needs of the principals, directors and other key management and staff of professional financial advice firms. AdviserBusinessReview.com provides thought leadership and insight from business experts, profiles best practice and seeks out new, innovative and successful approaches to running advisory businesses.

Think of us as your business resource to keep abreast of the best ideas, comment and business developments in the advisory market.

Find out more here

 

Brookland Computer Services

I started Brookland Computer Services in 1997 to provide expert, reliable and great value IT solutions for small and medium businesses. Sixteen years later we are proud that we provide a wide range of IT services – from single areas to entire business support – to clients who have one thing in common, they want their IT company to care as much as they do. Everyone at Brookland cares passionately about providing the best possible service, so clients can get on with their business. Many of our clients are happy to provide references and speak on our behalf.

Please call us if there is any of your IT you wish to discuss. We will be delighted to talk to you.

Find out more here.

View the video »

ClientsFirst

ClientsFirst is a full service marketing agency, capable of working with clients big or small, on the basis of one-off projects, campaigns or retained marketing services. Dedicated to supporting professional advisory firms, ClientsFirst provides in-house services from consultancy to client communication, creative design to web development and PR. They focus on helping firms build, strengthen and maintain relationships with clients, prospects and introducers.

They understand that maximising client retention, acquiring new clients and pro-active client care have a big impact on business performance. Every business is different; so with this in mind ClientsFirst provides off the shelf tools through to delivering a fully outsourced marketing service for advisory businesses.

Find out more here.

Data Interface

Data Interface provides advanced data services, including data migration, improvement and augmentation together with our SMART Transformation service for driving replacement and transfer arrangements. We perform due diligence services for the assessment of client databases you are considering acquiring to ensure your investment yields a return. In addition, our DataMatch service helps discover, revalue and confirm the data you hold on your clients and their plans.

Our services help firms overcome data, process & resource barriers to unlock more value from their business.

Find out more here.

Engage Insight

Engage Insight (Engage) is a research and development consultancy specialising in strategic change management solutions to develop sustainable professional service business models by focusing on client centricity, compliance and conduct.

Engage has designed unique consultancy services and a diagnostic FinTech and RegTech platform (Model Office-MO) based on our 5-year research that enables financial and professional service firms to benchmark their services, products and activities against our 5 keys we have found necessary to build a compliant and sustainable professional practice.

Engage also offer leadership and executive coaching to ensure firms have boards that are fully functional and reactive to risks such as regulatory, client, staff, stakeholder and market change.

Find out more here or watch some of our business development videos here.

View the video »

Technical Connection

Technical Connection is the sector’s leading supplier of information, interpretation and innovation in relation to tax, trusts, investments, retirement solutions, protection and all aspects of the financial planning process.

Through Techlink Professional , Communicator and ASK , Technical Connection provides a complete online solution for advisers seeking to keep up to date, reduce risk, save time, be pro-active, build client and adviser relationships, communicate effectively, carry out and automatically track accredited CPD and secure answers to difficult case related questions.

For financial product providers, platforms and other institutions, Technical Connection delivers development and maintenance of trusts, adviser tools, business generation initiatives and adviser consumer facing content. Technical Connection has extensive experience in providing full or partial outsourced solutions in relation to all aspects of the technical support process.

Find out more here.

View the video »

Aegon Scottish Equitable

Valuations
Scheduled bulk updates:N/A
Contract enquiry:Live
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

Ascentric Wrap Service

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

Aviva Life & Pensions UK Ltd

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In development
Bulk file uploads:Live
Remunerations
EDI:Live
Bulk file uploads:N/A

Aviva WRAP

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In development
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Elevate, Part of Standard Life

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Pipeline
Bulk file uploads:Live
Remunerations
EDI:In Pipeline
Bulk file uploads:N/A

 

Brooks MacDonald Asset Management Limited

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Canada Life

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Development
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Clerical Medical

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Pipeline
Bulk file uploads:Live
Remunerations
EDI:Live
Bulk file uploads:N/A

 

CoFunds

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:Live

Fidelity Fundsnetwork

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Friends Life

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Pipeline
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

IFDS

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:Live
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

James Hay

Valuations
Scheduled bulk updates:In Pipeline
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Legal & General

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Pipeline
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

LV =

Valuations
Scheduled bulk updates:In Pipeline
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:In Pipeline
Bulk file uploads:N/A

Novia

Valuations
Scheduled bulk updates:N/A
Contract enquiry:N/A
Bulk file uploads:Live
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Nucleus Financial Group

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Parmenion Capital Partners LLP

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Pershing Securities Ltd

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

Prudential

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Development
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Prudential Protection

Valuations
Scheduled bulk updates:N/A
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Royal London

Valuations
Scheduled bulk updates:N/A
Contract enquiry:N/A
Bulk file uploads:Live
Remunerations
EDI:N/A
Bulk file uploads:N/A

Scottish Life

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Pipeline
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

Seven Investment Management

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

Scottish Provident

Valuations
Scheduled bulk updates:N/A
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

Scottish Widows

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Pipeline
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

SIPP Centre

Valuations
Scheduled bulk updates:In Pipeline
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Skandia Investment Solutions (Old Mutual)

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:Live
Remunerations
EDI:Live
Bulk file uploads:N/A

Skandia Life (Old Mutual)

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Pipeline
Bulk file uploads:Live
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Standard Life

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Development
Bulk file uploads:Live
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Standard Life WRAP

Valuations
Scheduled bulk updates:N/A
Contract enquiry:In Development
Bulk file uploads:Live
Remunerations
EDI:Live
Bulk file uploads:N/A

Sterling Assurance

Valuations
Scheduled bulk updates:N/A
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Thesis Asset Manangement

Valuations
Scheduled bulk updates:In Development
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

TransAct

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Wealthtime

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

 

Zurich Assurance (Allied Dunbar)

Valuations
Scheduled bulk updates:N/A
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

 

Zurich Assurance (Eagle Star)

Valuations
Scheduled bulk updates:N/A
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:Live
Bulk file uploads:N/A

Margetts Fund Management

Valuations
Scheduled bulk updates:Live
Contract enquiry:N/A
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A

MetLife

Valuations
Scheduled bulk updates:N/A
Contract enquiry:Live
Bulk file uploads:N/A
Remunerations
EDI:N/A
Bulk file uploads:N/A