CURO by Time4Advice stands apart from legacy financial advisory systems through its deep integration with Microsoft 365, the Power Platform, and Dataverse. Traditional adviser back-office solutions, many of which were developed over two decades ago, struggle to keep up with modern compliance requirements and technological advancements. CURO offers a future-ready alternative by leveraging Microsoft's vast ecosystem to provide seamless, scalable, and intelligent operations.
nlike legacy systems that often operate in silos, CURO utilizes Dataverse to centralize data, ensuring a single source of truth across an organization. This means financial firms can access, analyse, and share real-time data without relying on outdated, fragmented databases. The integration with Dataverse allows for enhanced data security, compliance, and interoperability across different applications and systems.
Microsoft 365 compatibility is another major differentiator. While legacy systems require cumbersome workarounds to integrate with essential tools like Excel, Word, Outlook, and Teams, CURO is natively embedded within the Microsoft ecosystem. Advisers can generate reports in Word, analyse financial models in Excel, and communicate seamlessly via Teams—all without leaving the CURO environment. This level of connectivity enhances productivity and reduces inefficiencies caused by switching between disparate systems.
Furthermore, CURO harnesses the power of the Microsoft Power Platform to drive automation, data analytics, and AI-driven insights. Using Power BI, firms can create dynamic dashboards and reports, offering deep client insights and business intelligence on demand. Power Automate streamlines workflows by automating repetitive tasks, reducing manual effort and the risk of errors. Power Apps enables firms to build custom applications tailored to their specific operational needs without requiring extensive coding knowledge.
By leveraging Microsoft's continuous innovation and investment in cloud technology, CURO ensures financial firms are always at the forefront of technological advancement. This modern, cloud-based approach allows businesses to remain competitive, improve compliance, and enhance client experiences—capabilities that legacy systems simply cannot match.
