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Home Practice Management System CURO (Time4Advice)

Willingness to recommend

3.69/5

Based on 29 reviews

CURO (Time4Advice)

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Value for money

3.52/5

Support

3.59/5

Integrations

4/5

Based on 29 reviews

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.

NextWealth view

Among the 420 financial planners in our survey who use a back office system, seven rated CURO and gave the back office system mostly high scores. CURO is the back office system used by St. James's Place giving it a large reach.

Ownership:
Roland Rawicz-Szczerbo and Mitchell Philpott are the founders and owners of Time4Advice

Integrations

4/5
Based on 29 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Suitability Profiling

No integrations available for Cash Management

CashCalc

Voyant

moneyinfo

AJ Bell

AXA

Brooks Macdonald

Canada Life

CashCalc – Data Capture

Clerical Medical

DocuSign

Eagle Star

Friends Life

IFSL

iMix

International Financial

Investec

iPipeline

Legal and General

LVE

Margetts Fund Management

Marlborough Funds

MetLife

O&M Profiler

Old Mutual IS

Pershing

Pheonix Wealth

Prudential

Quai Administration

Royal London

Saltus

Scottish Widows

Sippcentre

Skandia

SmartSearch

Solution Builder (iPipeline)

Standard Life

Sterling

Strabens Hall

Thesis

TPO Invest

Utmost Wealth

Waverton IM

Willis Owen

7IM

Advance by Embark

Aegon

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

Aviva

Aviva Bonds and Pensions

Bordier and Cie [UK]

Cofunds

Credo Group

FundsNetwork

Hubwise

Investcentre (AJ Bell)

James Hay

Novia

Nucleus

Parmenion

Pershing

Praemium

Quilter

Seccl

Standard Life Elevate

Standard Life Wrap

Transact

Wealthtime

FE Analytics

O&M Systems

M&G Wealth Platform

Voyant

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for CURO (Time4Advice)
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous June 2021
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
5/5
Service
Integrates well
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
Better than most in the marketplace
Anonymous September 2020
2/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
2/5
Value for money
3/5
Service
"Got lots of great features
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
Reporting on the system is second to none
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
It is great for keeping records thorough, detailed and up-to-date. It integrates well with other software too.
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Good for MI reporting terrible for anything else
Anonymous September 2020
2/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
1/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
Well integrated with the rest of our tech. Easy to work with. No back office system is going to do everything that you want it to but we chose Time4Advice because they really work to make integrations work.
Anonymous June 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
I find it complex
Anonymous March 2020
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