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.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

OTHER PRACTICE AREAS: