While CURO, from Time4Advice, is a comprehensive client management system, it does not include a native portfolio rebalancing tool. Instead, CURO integrates with specialized investment platforms and portfolio management systems. An adviser uses these integrated platforms to perform rebalancing, with the relevant client data flowing from the CURO CRM.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS:
