Scottish Widows Platform has integrated Time4Advice’s CURO system for bulk valuations, enhancing the platform’s adviser tools and software.
CURO is a financial planning tool based on Microsoft technology that aims to unify data and simplify all areas of financial advice.
According to Scottish Widows, the newest update improves the platform’s connectivity for bulk valuations, expanding on last year’s integration. It now includes financial planning and cashflow tools such as Voyant and EVPro, with drip feed drawdown coming soon.
Over 100 organisations and 3,000 individuals use CURO, which has now been upgraded to Microsoft’s Power Platform. This expands its capabilities by providing enhanced data access and reporting tools, as well as support for upcoming technologies like as AI and machine learning.
Scottish Widows head of platform propositions Ross Easton says: “Delivering seamless connectivity is an important part of making it easier for advisers and paraplanners to do business. That’s why we’re investing heavily in our platform. CURO is licensed by many firms, and we’re pleased to be able to offer this latest addition to our integration programme.”
Time4Advice head of provider services Deborah Johnston says: “We’re delighted to partner with Scottish Widows Platform to bring our unique solution to existing and new customers. The Bulk Valuations integration works equally for CURO on Azure and CURO on Microsoft Power Platform users. With CURO, advisers can skip the frustrations attached to legacy systems and focus entirely on doing what they do best: delivering great value for their clients. Given the growing role Scottish Widows plays, it was a natural choice for us to partner with them to benefit both our customer bases.”