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How smart money flows.

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Welcome to Financial Freedom. Faster.

Currence helps advisors and their clients create the kind of breakthrough savings momentum that is the key to financial independence. See for yourself.

Friendly. Intuitive. Robust. That’s Just the Start.

Get the Most Out of Your Client/Advisor Relationship with Currence.

1 + 1 = 3

Adding Currence as your primary client/advisor financial management tool means you’ll both have the information needed to make the timely, informed decisions that maximize success.

Solve the “Cost of Living Challenge”

That space between income and expenses, where savings seem to exist on payday, has a way of getting real small…real fast. Currence was created to solve this challenge – and it does.

Build enduring trust

With Currence, it’s all there, on the app, in the palm of your hand. This level of transparency makes planning clearer, decision-making easier, and collaboration more comfortable.

Achieve Financial Freedom. Faster.

Financial freedom is the goal. The objective? Achieve that freedom with plenty of time to enjoy it. At Currence, we understand that’s your mission – and we help you accomplish it.

1 + 1 = 3

Adding Currence as your primary client/advisor financial management tool means you’ll both have the information needed to make the timely, informed decisions that maximize success.

Solve the “Cost of Living Challenge.”

That space between income and expenses, where savings seem to exist on payday, has a way of getting real small…real fast. Currence was created to solve this challenge – and it does.

Build Enduring Trust.

With Currence, it’s all there, on the app, in the palm of your hand. This level of control and transparency makes planning clearer, decision-making easier, and collaboration more comfortable.

Achieve Financial Freedom. Faster.

Financial freedom is the goal. The objective? Achieve that freedom with plenty of time to enjoy it. At Currence, we understand that’s your mission – and we help you accomplish it.

Results that Speak for Themselves

I just wanted to send a note of gratitude.  I’ve implemented Flo into my new client on-boarding process, as well as introducing Currance to existing clients.  In the last 3-4 months since I started utilizing Currance, I’ve noticed my conversations are more powerful.  I speak with more conviction, often referring back to our cash flow work with Currance.  And most importantly, I’ve already started seeing more unsolicited introductions.  Thank you! 

Evan

“Currence is the perfect tool for someone that wants to build a “service” practice.  Currence is not only a tool but a mindset. It has challenged me to be more efficient and put the client in the best position to make decisions. There is no better tool in the world to provide a true service practice, and it has quickly changed my career, my clients’ careers, and increased my passion about the work we do.”

Brennen

“I just wanted to say that I have never been a part of system/group/strategy/philosophy/etc. that has given so much support.  

 

With 2 meetings per week, experts that are accessible and willing to answer questions, a library of roleplays and trainings, and a conference; my ramp up time with Currence has been lightspeed compared to anything else.  I just wanted to say thank you and I’m on my way to having 100 Currence clients on my dashboard.”  

Timothy