One system, one truth, in one place

CURO is the complete cloud solution for financial planning businesses. At last, you can find all your favourite apps in one place with all of them working seamlessly together to deliver optimal efficiency for your business. With CURO you will spend more time doing the things that your clients value and less time doing the things they don’t.

Functionality overview

CURO delivers an all-inclusive and fully comprehensive range of functionality. Key elements include:

  • CRM
  • Lead management
  • Client on-boarding, KYC, AML and account set-up
  • Full end-to-end advice case management
  • Client reviews
  • Employee benefits processing
  • Workflow, task and activity management
  • Marketing, campaign & event management (delivered via the Microsoft Marketing application)
  • Compliance management & reporting (including full RMAR report production)
    Fee management, invoicing and payment reconciliation
  • Client portal
  • Document production (including suitability reports)
  • Document storage, access, retrieval and management
  • Management reporting, dashboards and business intelligence (via Power BI) including self-service capabilities
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