AdvisoryAI and Time4Advice have gone live with a new integration designed to remove the need for manual fact find data entry within the Curo practice management system.
The link-up connects AdvisoryAI’s platform directly with Curo, Time4Advice’s system built on Microsoft Dynamics 365, automating more than 100 data fields across 12 Curo categories.
The move aims to tackle one of advisers’ most time-consuming tasks: updating client fact finds.
Personal data including addresses, dependents, assets, income, liabilities and product valuations are automatically mapped from meeting notes into Curo.
Advisers can review and edit information within AdvisoryAI before it is pushed into the system, retaining control over what is submitted.
AI ASSISTANTS
The integration also gives Curo users access to AdvisoryAI’s AI assistants – Evie, Emma and Colin.
Evie generates meeting notes and updates Curo automatically, while Emma and Colin support paraplanners by producing compliant, firm-specific suitability reports.
Built-in FCA handbook and Consumer Duty checks are designed to strengthen compliance oversight, alongside dialect recognition technology tailored to UK and Irish accents.
INTELLIGENT TECHNOLOGY
Richard Brian, managing director of Curo by Time4Advice, said: “The future of financial advice depends on connected, intelligent technology that removes friction.
“Our integration with AdvisoryAI reflects Curo’s commitment to building an open, enterprise-grade ecosystem – one that enables innovation, unlocks the potential of AI and gives advisers greater control over their data.
“By working with AdvisoryAI and ZeroKey, we are giving firms the ability to modernise their processes without compromise – improving efficiency, strengthening compliance confidence and ultimately freeing advisers to focus on delivering great client outcomes.”
DELIVERING ADVICE
Alan Gurung, CEO of AdvisoryAI, added: “This partnership with Time4Advice marks an exciting milestone in our mission to make financial advisers’ lives easier. Curo users can now double their client capacity through our AI assistants while eliminating post-meeting admin headaches.
“With just four clicks total, meeting notes, Curo updates, and client communications are handled automatically, allowing advisers to focus on what truly matters: delivering exceptional advice to more clients.”
