Functionality

CURO delivers an all-inclusive and fully comprehensive range of functionality for wealth management firms. 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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