Built for today. Ready for what's next.
Powering the future of financial planning
Curo is a financial planning operating system for mid-sized and larger financial advice and wealth management firms, combining CRM, back-office processes, workflows, client data and reporting together in one system.
Built natively on Microsoft Power Platform and running within your Microsoft 365 tenant, Curo gives advisers, paraplanners and operations teams access to the same client data and processes. That means less rekeying, fewer disconnected systems and a more consistent way of working across the firm.
Because Curo is built on Microsoft technology your firm already uses, you can adapt processes as your business grows, connect to the wider Microsoft ecosystem and introduce AI within the security and permissions you already manage.
Trusted by financial planning and wealth management firms
From complexity to connected
Why advice firms are moving beyond legacy technology
Many financial planning and wealth management firms continue to rely on disconnected systems, manual processes and legacy technology that were never designed for today's operational, regulatory and client expectations. Firms are now looking to:
Improve efficiency
Strengthen compliance
Embrace AI
Deliver a more connected client experience
Access to accurate and actionable data has become critical. Curo brings together your people, processes and data within a single connected platform, helping firms reduce complexity, improve visibility and create a foundation for future growth.
Everything you need. All in one place
Practice management
Run your advisory business more efficiently with a connected platform that brings together client servicing, administration, workflows, reporting, and digital engagement in one place.
Financial advice software
Support the end-to-end advice journey with flexible tools that help advisers manage client relationships, capture information, deliver advice, and provide ongoing service efficiently.
Account opening & implementation
Streamline the transition from recommendation to implementation with integrated workflows, digital data capture, and connectivity to investment and platform providers.
Client relationship management
Build stronger client relationships with a purpose-built CRM that provides a complete view of every interaction, activity, and service commitment across the client lifecycle.
Artificial intelligence
Leverage native Copilot AI-driven capabilities to reduce administration, improve data quality, accelerate client servicing, and help teams focus on delivering greater value to clients.
Business Intelligence
Transform operational and client data into actionable insights with powerful reporting and analytics with embedded Microsoft Power BI that supports better decision-making, oversight, and business growth.
Income & fee management
Simplify fee administration with tools that support fee management, reconciliation, reporting, and operational oversight, reducing manual effort and improving accuracy.
Tasks & workflows
Drive consistency and efficiency with configurable workflows, automated task management, and service processes that help teams deliver exceptional client outcomes at scale.
Client reporting and valuations
Provide advisers and clients with access to consolidated investment valuations from connected providers, delivering greater visibility of wealth and portfolio performance.
Integrations
Curo connects with leading adviser technology and provider data services, including industry hubs and daily fund price feeds, helping you create a more connected technology ecosystem.
Why is Curo different?
Built on Microsoft
Built on Microsoft's technology stack and designed specifically for advice firms, Curo helps organisations improve efficiency, strengthen client service, gain greater visibility of their data and prepare for future growth.
Purpose-built for advice firms
Purpose-built to support the unique requirements of financial planning and wealth management firms.
Your data, your control
Maintain ownership and access to your firm's data, helping you generate meaningful insights, support reporting requirements and make informed business decisions.
Automation & AI ready
Take advantage of workflow automation, artificial intelligence and Microsoft's ongoing innovation roadmap.
Backed by IntegraFin Holdings plc
Benefit from the stability, investment and industry expertise of the IntegraFin Holdings plc.
One connected platform
Deliver better business outcomes
Curo helps firms reduce administration, improve operational efficiency and deliver more consistent client experiences.
By bringing together data, workflows and business processes into a single connected platform, firms can spend less time managing systems and manual tasks and more time focusing on clients, advisers and business growth.
Whether your goal is to improve productivity, strengthen oversight, embrace AI or support future scalability, Curo provides a platform designed to evolve alongside your business.
Speak to the team
Ready to see Curo in action?
Discover how Curo can help your firm modernise operations, improve efficiency and build a stronger foundation for future growth.
Curo can be extended using Power Apps, Power Automate, Power BI and CoPilot AI, allowing you to tailor workflows, build solutions and automate processes without bespoke development.
Curo combines the flexibility of the Microsoft Power Platform with an open integration framework, making it easy to connect third-party systems and adapt the platform to your firm's needs. Purpose-built for regulated financial services, it includes the governance, audit, and security controls firms rely on.
