Provider services and integrations

Traditionally, financial advisers have had to use multiple disconnected systems to fulfil a single piece of client advice or client servicing. We’re out to change that. It’s why we have integrations and connections with most of the leading product providers, service providers, and industry third party tools.

We are continually adding more integrations. Therefore, please download the following PDF to see our current and planned connections.

CURO  financial advice and wealth management software integrations