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CURO (Time4Advice)

Willingness to recommend

3.49/5

Integrations

3.62/5

Value for money

3.36/5

Service

3.4/5
Based on 45 reviews

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About the provider

Time4Advice is on a mission to disrupt the financial planning and wealth management technology landscape. For far too long technology providers have failed to deliver the panacea of benefits promised.

We’re out to change that. It’s why we’ve teamed up with Microsoft to create CURO.

CURO is an advisor technology ecosystem that spans an advice firm’s entire business. 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 creates significant operational efficiencies.

Already used by over 4,000 users, one of our clients is now servicing 2,500 active clients per adviser, that’s 10x the industry norm. Another client reports doubling business throughput with the same number of staff thanks to the automation that CURO has introduced.

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Ownership:

Roland Rawicz-Szczerbo and Mitchell Philpott are the founders and owners of Time4Advice

NextWealth analysis

Notably, CURO’s scores declined significantly between 2020 and 2021 with the system’s integration with tech being the lowest-rated factor. CURO is the back office system used by St. James's Place giving it a large reach.

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Integrations

Based on 45 reviews
3.62/5

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Integrates One Way

Integrates Both Ways

Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Risk profiling and suitability

No integrations available for Cash Management

CashCalc

Voyant

moneyinfo

AJ Bell

AXA

Brooks Macdonald

Canada Life

CashCalc – Data Capture

Clerical Medical

DocuSign

Eagle Star

Friends Life

IFSL

iMix

International Financial

Investec

iPipeline

Legal and General

LVE

Margetts Fund Management

Marlborough Funds

MetLife

O&M Profiler

Old Mutual IS

Pershing

Pheonix Wealth

Prudential

Quai Administration

Royal London

Saltus

Scottish Widows

Sippcentre

Skandia

SmartSearch

Solution Builder (iPipeline)

Standard Life

Sterling

Strabens Hall

Thesis

TPO Invest

Utmost Wealth

Waverton IM

Willis Owen

7IM

abrdn Elevate

abrdn Wrap

Advance by Embark

Aegon

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

AJ Bell Investcentre

Aviva

Aviva Bonds and Pensions

Bordier and Cie [UK]

Cofunds

Credo Group

Fidelity Adviser Solutions

Hubwise

James Hay

M&G Wealth Platform

Novia

Nucleus

Parmenion

Pershing

Praemium

Quilter’s Platform

Seccl

Transact

Wealthtime

FE Analytics

O&M Systems

Voyant

Reviews

Willingness to recommend
Integrations
Value for money
Service
I?m not the main person using it but it?s ok
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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