James Priday, CEO of Prydis Wealth, Talks About CURO

James Priday, CEO, of Prydis Wealth, an integrated accounting, legal and wealth management business, talks about his firm and why he chose CURO, Time4Advice’s Microsoft Dynamics based wealth management and financial planning system. James talks about the need to have a system that enabled his firm to create their own processes, their own templates, and their own ways of doing things. Prydis Wealth provides financial planning, DFM services, and a ‘boutique’ network for financial advisors.