Comprehensive client management

CURO is configured for financial planning businesses and is ready to use out of the box. It includes standardised product and provider databases, daily fund and equity price feeds from Financial Express and e-services covering valuations and remunerations from many of the major product providers and platform service providers. The familiar Outlook interface provides access to comprehensive “Know Your Client” information including all advice given, client holdings and fund data.

Because CURO is built on Microsoft Dynamics 365, you can adapt it to precisely match your needs. As a multi-layered application, it gives you complete control over the creation of dashboards, communication templates, reports and business processes. You aren’t forced to work the way the system works. Instead, you can build in processes that will differentiate your firm from the pack.