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Home Practice Management System CURO (Time4Advice)

Willingness to recommend

3.22/5

Based on 9 reviews

CURO (Time4Advice)

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Value for money

2/5

Support

2/5

Integrations

2/5

Based on 2 reviews

CURO is a powerful cloud solution for financial planning businesses. Its wealth of features, and its focus on business process automation, will free up your people to concentrate on adding value for clients.

CURO is built on Microsoft Dynamics 365 CRM, a platform with a multi-billion dollar R&D budget. That enables us to effortlessly scale and deliver efficiency for the largest adviser firms. CURO's built-in tools and a comprehensive suite of integrations work together seamlessly to bring power and professionalism to your research, reporting, and communications.

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

2/5
Based on 2 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Suitability Profiling

No integrations available for Cash Management

CashCalc

O&M Systems

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)

Ascentric

Aviva

Aviva Bonds and Pensions

Bordier and Cie [UK]

Cofunds

Credo Group

FundsNetwork

Hubwise

Investcentre (AJ Bell)

James Hay

Novia

Nucleus

Old Mutual Wealth

Parmenion

Pershing

Praemium

Seccl

Standard Life Elevate

Standard Life Wrap

Transact

Wealthtime

FE Analytics

O&M Systems

Voyant

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for CURO (Time4Advice)
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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