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.

O&M Systems

O&M has developed a one-stop-shop for advisers. O&M Profiler Professional offers the functionality of six software systems rolled into one, and produces client facing reports to help you in a number of areas including:

  • Pensions, switching, with-profits
  • Income drawdown
  • Annuity illustrations
  • Fund research and portfolio management
  • Retirement income and cashflow modelling
  • Risk profiling.

O&M Profiler Professional is a fully integrated single system and is available from only £120 per month including access for up to three advisers (additional users are £20 per month).

O&M Systems

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.

O&M Systems

O&M has developed a one-stop-shop for advisers. O&M Profiler Professional offers the functionality of six software systems rolled into one, and produces client facing reports to help you in a number of areas including:

  • Pensions, switching, with-profits
  • Income drawdown
  • Annuity illustrations
  • Fund research and portfolio management
  • Retirement income and cashflow modelling
  • Risk profiling.

O&M Profiler Professional is a fully integrated single system and is available from only £120 per month including access for up to three advisers (additional users are £20 per month).

O&M Systems