Every adviser 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 integrate seamlessly with CURO because it works even better when it teams up with others on specialist tasks. Meet some of the 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.

IFA Dataflow

Our solutions are themed around the flow of data from provider to advisers and providing data that can be utilised in industry back office systems.  We use leading edge technology to automate these processes, to reduce costs and improve productivity for advisers.

Our Services: 

Commission Ease – our core service is already used by hundreds of adviser firms across the UK, including many nationals and networks. Our software and data analysts extract the required data fields from paper commission statements into an electronic file. Once in an electronic form, the data can be imported into back office systems to reconcile commission against expectation, similar to an EDI transmission. Complementing EDI downloads, this service allows an adviser to move to a completely electronic system for commission downloads, eliminating the manual re-keying of data entirely. 

Commission Express – our new automated service is now being used by some of the industry’s pioneering new wealth management firms. Rather than sending postal scans or emailed pdfs like Commission Ease, with this service our client’s use our secure online portal to upload files and convert the commission statement almost instantaneously with the click of a button. They are then ready to download the files straight away.  Why not take a free trial and see how you can cut hours of manual data admin into seconds. 

Service Overview:

  • IFA Dataflow uses scanning, OCR and data capture techniques to extract the required data and to format that data into importable files
  • Data files are returned to the IFA in 24 hours
  • All UK provider statements can be processed
  • We process in excess of 5 million transactions per year for adviser businesses in the UK

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.

Over time 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.

IFA Dataflow

Our solutions are themed around the flow of data from provider to advisers and providing data that can be utilised in industry back office systems.  We use leading edge technology to automate these processes, to reduce costs and improve productivity for advisers.

Our Services: 

Commission Ease – our core service is already used by hundreds of adviser firms across the UK, including many nationals and networks. Our software and data analysts extract the required data fields from paper commission statements into an electronic file. Once in an electronic form, the data can be imported into back office systems to reconcile commission against expectation, similar to an EDI transmission. Complementing EDI downloads, this service allows an adviser to move to a completely electronic system for commission downloads, eliminating the manual re-keying of data entirely. 

Commission Express – our new automated service is now being used by some of the industry’s pioneering new wealth management firms. Rather than sending postal scans or emailed pdfs like Commission Ease, with this service our client’s use our secure online portal to upload files and convert the commission statement almost instantaneously with the click of a button. They are then ready to download the files straight away.  Why not take a free trial and see how you can cut hours of manual data admin into seconds. 

Service Overview:

  • IFA Dataflow uses scanning, OCR and data capture techniques to extract the required data and to format that data into importable files
  • Data files are returned to the IFA in 24 hours
  • All UK provider statements can be processed
  • We process in excess of 5 million transactions per year for adviser businesses in the UK

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.

IFA Dataflow

Our solutions are themed around the flow of data from provider to advisers and providing data that can be utilised in industry back office systems.  We use leading edge technology to automate these processes, to reduce costs and improve productivity for advisers.

Our Services: 

Commission Ease – our core service is already used by hundreds of adviser firms across the UK, including many nationals and networks. Our software and data analysts extract the required data fields from paper commission statements into an electronic file. Once in an electronic form, the data can be imported into back office systems to reconcile commission against expectation, similar to an EDI transmission. Complementing EDI downloads, this service allows an adviser to move to a completely electronic system for commission downloads, eliminating the manual re-keying of data entirely. 

Commission Express – our new automated service is now being used by some of the industry’s pioneering new wealth management firms. Rather than sending postal scans or emailed pdfs like Commission Ease, with this service our client’s use our secure online portal to upload files and convert the commission statement almost instantaneously with the click of a button. They are then ready to download the files straight away.  Why not take a free trial and see how you can cut hours of manual data admin into seconds. 

Service Overview:

  • IFA Dataflow uses scanning, OCR and data capture techniques to extract the required data and to format that data into importable files
  • Data files are returned to the IFA in 24 hours
  • All UK provider statements can be processed
  • We process in excess of 5 million transactions per year for adviser businesses in the UK