Time4Advice has announced that the next major release of its software, CURO, will be deployed on Microsoft’s Power Platform.
Already used by over 100 advice firms, CURO is Time4Advice's financial planning & wealth management CRM, client portal, advice, and back-office system. Built on Microsoft Dynamics 365, CURO is not just another proprietary advice system. By extending Dynamics, CURO satisfies the end-to-end needs of advice businesses, as well as providing world-class CRM, and native integration with everyday Microsoft applications including Excel, Word, Outlook, Teams, and many more. It also means that Time4Advice's client firms benefit from the multi-billion dollars Microsoft invests in its underlying tec...
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