How to set up and use our integration with Curo
We know this has been on the wish list of a number of our users (and non-users) for a little while now, so we’re super pleased to announce that following a period of beta testing our integration with Curo, the back office software from Time4Advice, is now live and available to all users.
What does the integration cover?
Once activated, the integration will allow users of Curo to:
- Seamlessly pull client data from Curo into Genovo.
- Update integrated client data at any time.
- Convert an existing client you’ve previously saved in your Genovo Client Library into an integrated client, and update their details.
- Pull details of an integrated client’s pensions, investments, protection plans and mortgages into a report with just a couple of clicks.
- Update integrated plan data at any any time, for example at the client’s next annual review.
- Convert an existing non-integrated plan into an integrated plan, and automatically update the plan’s details.
But ultimately what this integration will allow users of Genovo and Curo to do is save heaps of time as they’ll never need to re-key any of this information ever again!
To see what client-related data is currently available via the integration click here.
To see what plan-related data is currently available via the integration click here.
How do you set up the integration with Curo?
It’s really easy to integrate your Genovo and Curo accounts. Included below is a link to an article from our Knowledge Base that provides step-by-step instructions that walk you through how to do this. But as always if you’ve got any questions, just give us a shout – we’re here to help.
Where can you find more information about the integration?
You’ll find everything you need to know about how the integration works in our Knowledge Base.
We’ve also created a video tutorial that walks you through how to set up the integration, and shows you how, having set up the integration, you can seamlessly pull both client and plan data from Curo into Genovo.
What have other users been saying about the integration?
It’s obviously still early days for the integration, but Paul Stokes of PFM Chartered Financial Planners, who’s been part of the integration beta-testing program from the start and provided valuable feedback and suggestions along the way, had the following to say…..
CURO and Genovo are key elements of our business infrastructure and the integration of the two produces significant time savings when producing client reports, reduces potential errors from manually entering information and allows the financial planners to focus on delivering excellent, personalised, service to our clients.
What should you do if you haven’t got a Genovo account yet?
You will need an active Genovo account before you can set up and activate the integration. Don’t worry if you don’t already have a Genovo account, you can sign up for a 30 day free trial of Genovo via the Genovo website by clicking the orange ‘sign up’ button in the top right hand corner of every page. There’s no risk, no obligation and you can cancel at anytime.
If you’d like to see how Genovo works before you sign up, then check out this demo video in which Kate Ball, our Head of Customer Success, runs through some of the key functionality of the Genovo suitability report app and shows how you can write an investment suitability report with Genovo.
Finally, we’ve been working on this for a little time now so please do have a look and if you’ve got any comments, suggestions or questions please do get in touch – we’d love to hear from you.
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