We’re out to disrupt financial planning technology. This means we’re changing the game. For years, financial advisers and wealth managers have been let down by software providers. They’ve been held back by software providers that are purely ‘in it for themselves’ and that have failed to deliver the panacea of benefits promised.

That’s why we’ve teamed up with Microsoft to create CURO; it’s an advisor technology ecosystem that spans your entire business. It unifies all your data, processes and business applications, and natively integrates with your everyday Office365 apps including, Excel, Word and Outlook. 

The result is a digital transformation platform that delivers frictionless omni-channel client experiences, the ability to serve more clients, centralised data, reduced risk and significant operation efficiencies.

Curo by Time4Advice

Org chart

Teams

Offices