Multiple data points. One platform
Efficient, compliant and client centric advice journeys from end to end.
Financial advice firms rely on a wide range of specialist technology and service providers, yet many of these systems operate independently, increasing manual effort and operational risk.
Curo changes that by connecting the tools advisers use every day. Through a growing ecosystem of technology partners, integrations and provider data services, Curo enables efficient, compliant and client centric advice journeys from end to end.
Key stats
Why choose Curo?
Multiple existing integrations
70+ providers, platforms and services connected through CuroGrowing ecosystem
Growing ecosystem of third party integrations across financial planning, risk profiling, portfolio research, AML, document management, workflow tools, AI powered services and moreMicrosoft integration as standard
Enterprise Microsoft Power Platform architecture enabling native out of the box integration with the Microsoft 365 suite plus secure, scalable connectivity options with external systems
Microsoft integration
Curo is a native Microsoft Power Platform App
Curo works seamlessly within other apps and technologies within the Microsoft ecosystem including Microsoft 365, AI and Power Platform technologies, such as:
Integrations
Multiple existing integrations to choose from
Curo is integrated with a wide and continuously growing range of specialist adviser tools and business marketing and productivity tools:
4Admin
Advisory AI
Click Dimensions
Conquest
DocuSign
Dynamic Planner
Experlogix Documents (Smart Flows)
FE Analytics
FE CashCalc
FinCalc
FINIO Data Hub
Fireflies for Dynamics
Genovo
iPipeline
Moneyinfo
O&M Profiler
Origo Integration Hub
Oxford Risk
PaperCloud
PlannerPal
Qwil Messenger
Saturn AI
SmartSearch
Virtual Cabinet
Voyant
ZeroKey
Our Partners
Specialists across the financial planning sector and the Microsoft ecosystem
We collaborate with specialists across the financial planning sector and the Microsoft ecosystem including leading service providers, integrated adviser tool suppliers, industry data hubs and a wide range of automated provider, platform & fund data feeds to deliver seamless and efficient user journeys.
Our Partnership Approach
Work closely with firms to embed Curo
Combine product, service and support into a single model
Focus on continuous improvement and long-term value
Adviser Outsourcing
adviser business services
Click Dimensions
marketing automation
Criterion
industry standards
Evotra
adviser business services
Experlogix
document automation
FINIO
industry data hub
FE FundInfo
industry data and tools
Jigsaw Tree
adviser business services
Navos
adviser technology services
Origo
industry data hub and technology services
Verve Group
adviser business services
ZeroKey
integration solutions
Interested in Learning More?
See how Curo can help your firm improve efficiency, strengthen data management, embrace automation and prepare for future growth.
Integrations and connectivity
Yes, natively. As a true Microsoft Power Platform application, Curo works seamlessly with Outlook, Word, Teams, Excel, SharePoint, Copilot and OneDrive, along with Dataverse, Power Automate, Power BI and Power Pages — without needing separate integration middleware.
Curo connects with over 70 providers, platforms and services across financial planning, risk profiling, portfolio research, AML, document management and workflow automation — with the ecosystem continuing to grow.
Curo has live integrations with tools including DocuSign, Dynamic Planner, FE Analytics, SmartSearch, Voyant, Moneyinfo, Experlogix, and Click Dimensions, among many others, covering everything from risk profiling and cashflow to document automation and marketing.
Yes. Curo provides an Integration Framework offering guidance and self-service access for new integrators via the Microsoft Dataverse API, and Microsoft Power Platform Connectors allow workflow automation with a wide range of third-party tools through Power Automate.
Yes. Curo integrates with Moneyinfo, giving clients visibility of their plans, assets and performance, refreshed from Curo daily. A newly developed native Curo client portal is also in progress, adding secure messaging, document sharing and portfolio tracking.