Transact to streamline adviser fee reconciliation with CURO integration

New API connection to reduce manual admin for financial advisers

Sahar Nazir
clock • 1 min read

Transact aims to improve efficiency for financial advisers by automating the reconciliation of client fees with its updated integration with CURO.

The firm said it wants to eliminate the need for manual data entry and file uploads. The integration allows for the secure transmission of remuneration data directly from Transact to CURO, helping firms reduce administrative burdens and streamline their processes. Time4Advice, the provider of CURO, has been under the ownership of IntegraFin—the parent company of Transact—since 2021. Transact said that as adviser firms seek integrated solutions that reduce rekeying and manual work, platform providers have been under pressure to enhance connectivity with back-office systems. The CURO...

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