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.

Our ongoing integration strategy means more specialist software providers will join our network of integration partners. Below are some of the familiar partners we integrate with today.

Extending CURO

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

FinCalc

FinCalc’s comprehensive approach to cashflow modelling allows you to illustrate your client's financial future concisely and accurately. Simple data entry ensures a great user experience whilst handling complete financial planning including full UK Income Tax and Lifetime Allowance calculations to ensure precise and transparent figures for your clients. 

The two-way integration with CURO means that users can quickly and seamlessly transfer their client personal and financial information between the two systems. This will remove any rekeying of information, reducing risk, saving time for advisers and improving the client review process.

All relevant client data and financial modelling information can be transferred between FinCalc and CURO. The effortless integration will pull through items such as:

  • Incomes
  • Savings & Investments
  • Assets
  • Liabilities
  • Pensions
  • Expenses

Contributions, withdrawals and latest valuations will also be synced through this 2-way integration. Reports can also be uploaded into CURO from FinCalc.

From only £40 per month (with 2 users), you can access all FinCalc Cashflow Modeller features as well as access to a range of Financial Calculators and optional inter-connectivity with FinCalc Tranvas with TVC. Add more users from just £20 each per month.

FinCalc

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.

FinCalc

FinCalc’s comprehensive approach to cashflow modelling allows you to illustrate your client's financial future concisely and accurately. Simple data entry ensures a great user experience whilst handling complete financial planning including full UK Income Tax and Lifetime Allowance calculations to ensure precise and transparent figures for your clients. 

The two-way integration with CURO means that users can quickly and seamlessly transfer their client personal and financial information between the two systems. This will remove any rekeying of information, reducing risk, saving time for advisers and improving the client review process.

All relevant client data and financial modelling information can be transferred between FinCalc and CURO. The effortless integration will pull through items such as:

  • Incomes
  • Savings & Investments
  • Assets
  • Liabilities
  • Pensions
  • Expenses

Contributions, withdrawals and latest valuations will also be synced through this 2-way integration. Reports can also be uploaded into CURO from FinCalc.

From only £40 per month (with 2 users), you can access all FinCalc Cashflow Modeller features as well as access to a range of Financial Calculators and optional inter-connectivity with FinCalc Tranvas with TVC. Add more users from just £20 each per month.

FinCalc