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CURO (Time4Advice)
Willingness to recommend
3.38/5
About the provider
Time4Advice is on a mission to disrupt the financial planning and wealth management technology landscape. For far too long technology providers have failed to deliver the panacea of benefits promised.
We’re out to change that. It’s why we’ve teamed up with Microsoft to create CURO.
CURO is an advisor technology ecosystem that spans an advice firm’s entire business. The result is a digital transformation platform that delivers frictionless omni-channel client experiences, the ability to serve more clients, centralised data, reduced risk, and creates significant operational efficiencies.
Already used by over 4,000 users, one of our clients is now servicing 2,500 active clients per adviser, that’s 10x the industry norm. Another client reports doubling business throughput with the same number of staff thanks to the automation that CURO has introduced.
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Ownership:
Acquired by IntegraFin Holdings plc
NextWealth analysis
Notably, CURO’s scores declined significantly between 2020 and 2021 with the system’s integration with tech being the lowest-rated factor. CURO is the back office system used by St. James's Place giving it a large reach.
Integrations
Based on 55 reviews
3.56/5
Integrates One Way
Integrates Both Ways
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Anonymous
October 2023
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Anonymous
October 2023
Willingness to recommend
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Anonymous
October 2023
