Introducing
Curo on the Microsoft Power Platform
Built on Microsoft. Ready for what's next.
Built on Microsoft
The technology foundation behind a more connected advice business
Many adviser systems were developed long before cloud platforms, automation and artificial intelligence became business necessities.
Curo takes a different approach:
Flexible system.
Built natively on Microsoft's Power Platform, Curo provides a modern foundation that helps firms connect data, automate processes, access business intelligence and embrace AI, while maintaining security, governance and control.Future ready.
Through Microsoft's ongoing investment in cloud technology and innovation, firms benefit from a platform designed to evolve alongside their business.
Why Microsoft Power Platform?
Unlock the power of data to make informed decisions
Microsoft Power Platform brings together data, applications, automation, reporting and AI in one connected platform. This helps firms work more efficiently, automate routine tasks, gain better visibility of their business and make more informed decisions using their data.
By building Curo on Microsoft's core business technologies, firms benefit from a modern platform that supports integration, innovation and future growth, while providing the flexibility to evolve processes and capabilities as business requirements change.
Power BI
Transform business data into meaningful insights through dashboards, reporting and real-time analytics.
Power Automate
Reduce manual administration by automating workflows and business processes.
Power Apps
Extend and adapt functionality to support your firm's evolving requirements.
Microsoft Copilot
Use AI-powered assistance to help users access information, generate insights, summarise data and improve productivity across the business.
Microsoft Dataverse
Provides the secure data foundation that underpins Curo, helping create a single source of truth across your organisation.
Power of data
Your Business. Your Data. Your Way.
Unlike traditional platforms where information can become trapped within proprietary systems, Curo is built on Microsoft's business platform, providing firms with greater access to and control over their business information.
This enables firms to:
Access business data whenever it's needed
Create reports and dashboards
Generate meaningful management information
Analyse operational performance
Support regulatory reporting requirements
Maintain long-term control of their data strategy
Curo is built on Microsoft's secure cloud platform, helping firms benefit from enterprise-grade security, governance and compliance capabilities while maintaining full ownership and control of their data.
With Curo, your data remains accessible, secure and ready to support future growth.
Natural integration
A Connected Microsoft Ecosystem
Because Curo is built on Microsoft's business platform, it works naturally alongside the applications your teams already use every day.
Outlook
Manage client communications, emails and interactions alongside your CRM activities.
Excel
Analyse, validate and work with business data using familiar tools.
Word
Generate correspondence, reports and client documents efficiently.
Teams
Support collaboration and information sharing across your organisation.
SharePoint
Store, organise and manage business documents securely within your Microsoft environment.
Together, these technologies help create a connected working environment that reduces duplication, improves collaboration and increases productivity across your business.
Security & Compliance
Curo leverages Microsoft’s enterprise grade security framework and operates within each client's Microsoft 365 environment, ensuring robust compliance, data protection and governance.
Interested in Learning More?
See how Curo can help your firm improve efficiency, strengthen data management, embrace automation and prepare for future growth.
Questions you may have about Curo
Yes. Curo has native Copilot AI capabilities built in, since it sits directly on the Microsoft Power Platform. This helps reduce administration, improve data quality and speed up client servicing, without needing a separate AI tool bolted onto your CRM. Curo has extensive integrations with other AI providers such as Advisory AI and 4Admin.
Yes. Curo includes embedded Microsoft Power BI, giving firms customisable views, dashboards and Excel exports so operational and client data can be turned into actionable management information without exporting to a separate BI tool.
Yes. Curo lets you build and report on family or household groups — including partners, children, trusts and corporate connections — with combined views for reporting, even where different advisers manage different individuals within the same household.
Yes. Curo supports four account types — Household, Trust, Corporate and Professional Firm — along with connection roles for trustees, directors, beneficiaries and other interested parties, so firms can manage every client structure in one system.
Yes. Curo is built on Microsoft Dynamics 365, which enforces data encryption both at rest and in transit, combined with Multi-Factor Authentication and strict role-based access controls. Time4Advice also holds Cyber Essentials Plus certification, with independent security audits and penetration testing carried out annually.
Yes. Curo includes a built-in Compliance Dashboard covering case checks, open complaints and overdue compliance tasks, plus structured monitoring for GDPR requests, breaches, financial promotions and Consumer Duty obligations — with reporting that feeds into Power BI for firm-wide oversight.