Built on Dynamics 365 and deployed on the Microsoft Power Platform and Dataverse, CURO is not just another proprietary advice system. By extending Dynamics to satisfy the end-to-end needs of advice businesses, CURO also provides world-class CRM and native integration with everyday Microsoft applications (Excel, Word, Outlook, Teams, and many more).

Microsoft - Time4Advice - Financial Advice Software

Improving Shareholder Value

Built for for the future, ready now

 

CURO is next generation financial planning technology that enables firms to leverage the true value of their data and address the disconnected world that most advisers suffer. Because CURO is built and deployed on the Microsoft Power Platform and Dataverse, our clients benefit from the multi-billion dollars Microsoft invests annually in its underlying technologies.

By choosing CURO, firms are investing in a strategic technology solution that satisfies the end-to-end needs of advice businesses now and into the future.

Make CURO work your way

CURO on Power Platform

CURO is deployed on Microsoft’s Power Platform which enables firms to solve complex issues, analyse data, automate processes, build powerful AI, and integrate applications. It creates a single source-of-truth for all data and enables applications from across the enterprise to inter-operate.

Microsoft’s vision for Power Platform came from the recognition that data is central to every business process, and organisations that harness their data, will outperform those that do not. They also wanted to empower frontline workers (non-technical) who see opportunities every day to improve things for themselves and the business. Power Platform implements this vision via five cloud services: Power BI, Power Apps, Power AutomatePower Pages and CoPilot Studio.