Overview

CURO is a fully online, web-delivered application that can be accessed and used from anywhere in the world. It is built on the Microsoft Dynamics platform customising it to the particular demands of the wealth management industry.

Time4Advice has a strategic relationship with Microsoft. We are one of just a handful of partners they have chosen to work with, globally, in order to expand their strategic footprint in financial services, specifically UK financial advice and wealth management. It’s why they have agreed to co-fund the development of CURO deployment on Microsoft’s Power Platform including the Dynamics CRM solution and Office 365. This means that CURO is natively integrated with the full Microsoft application suite including Word, Outlook, Excel, SharePoint, Teams, a configured instance of the Microsoft Power BI tool. In due course, it will also enable cross platform automation and predictive analysis via artificial intelligence.

Whilst CURO consolidates data right across the Microsoft application suite we recognise that CURO needs to interact with the rest of your IT estate as well as with external partners and third-parties such as, data suppliers. Therefore, CURO includes a messaging infrastructure through which data integrations (real-time, scheduled, ad-hoc and bulk) are built . This messaging hub allows centrally controlled and maintained management of the multiple data formats and the multiple request/retrieval and trust methods used by Platforms, Providers and other systems.