Our leading, proprietary CRM software built on Microsoft Power Platform for UK advice firms
Highlights
As at 30 September 2025
3,395
Why firms are choosing Curo
Curo offers comprehensive functionality, in-built integrations with a range of Microsoft applications, integrations with external advice software and superior access to data.
Curo enables UK financial advice firms to grow efficiently and durably by empowering them to effectively deliver and record financial plans for their saving and investment clients.
How Curo generates revenue
Curo revenue comes from two sources:
Licence income based on a fixed monthly charge per number of licence users, comprising 91% of total T4A revenue.
Consultancy income is charged based on the services provided.
Testimonials
Curo is the best wealth management CRM and back office system out there.