Gain Confidence with Cash Flow Visibility.
Amplify your production with Currence
Currence is the cash flow system that helps financial advisors grow their practice and increase client savings. Unlock the Currence platform, advisor-specific trainings, marketing content, and more that will help you run and grow your financial practice.
Intelligence for advisors. Impact for clients.
What people are saying
“Currence is the most valuable addition I’ve added to my business and every client who’s using it would agree. The technology makes implementation seamless. The mechanics allow #cashfloworganization and insight that no other #fintech even comes close to providing. The relationship between me and my clients has never been stronger. 10/10 would recommend!!!"
Chad McMains
Valent Wealth
"Transparent Moment: When I was younger, I didn’t save cash, even though I was taught to do so. I always invested and just figured I’ll earn more. As I matured, I realized the importance of having cash available for emergencies and amazing opportunities. I’m excited to be able to offer my clients this amazing platform so you pay yourself first and no longer worry about having to remember to save."
Mia Bradford
Beyond the Busyness
"Currence has allowed us to have very positive and enjoyable conversations with our clients. We're no longer trying to find a few dollars here and there to see how we can redeploy, but it's more of a conversation of, Hey, we've saved all this money, we're sitting on all this cash. Let's deploy it in a way that makes sense to you and your family."
Ricardo Garcia
First Financial Group
"I started working with these team members (clients) about a year and a half ago. They struggled saving money at the end of each month and had a chunk of debt that caused stress levels to rise. Six months ago we then introduced Currence to be the keystone of their financial life. This is THE KEY account that unlocked the possibility to accelerate how much was being saved each month .They have gone from 15% savings to over 35%!!! This has been life changing for this couple."
Dave Houser
OWNlife.io
"It's all too easy to neglect the power of saving - unless you can visualize & personalize the potential of your money-flow. That's why the Currence is a game-changer for clients and advisors alike."
Todd Langford
Truth Concepts
The Currence Cash Flow Simulator
Transform your client onboarding experience, uncover opportunities, and spark actionable conversations. See real income, expenses, and cash flow patterns in minutes.
What the Cash Flow Simulator can help you do:
✅ Quickly identify gaps and cash flow inefficiencies
✅ Build a hyper-personalized action plan in minutes
✅ Boost client clarity and confidence during onboarding
✅ Start planning for income, taxes, and protection sooner
The Cash Flow Simulator is available exclusively to Certified Income Advisor (CIA) plan members through the Currence platform.
Smarter conversations start here
Give clients clarity with every calculation
Help clients visualize financial decisions with confidence using the Currence Calculators Suite. From future value to payment planning, simplify complex conversations with easy-to-use tools built for real-life advisory discussions.
How it works
How Currence connects you with your clients
01
Invite your client to Currence mobile or WebApp
02
Client signs up and connects their bank account to Currence
03
Walk your client through Currence, using the Cash Flow Simulator as a tool to see their potential savings growth (CIAs only)
04
See an ongoing real-time view of a client’s income and expenses, making you integral to their cash flow management
Pricing
LIMITED
Trial or access as an assistant of a paid subscriber.-
Trial access with 2 clients
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Access as an assistant
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Financial Calculators
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Core training resources
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Premium
Unlimited clients and premium features.-
Unlimited clients
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Access for 2 assistants
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Peer collaboration
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Premium training resources
CIA
Grow your practice through the Certified Income Advisor (CIA) program.-
Segment-specific training
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Access to experts
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Financial Calculators
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Live 1:1 coaching
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Marketing templates & support
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Earn as an Affiliate
Interested in volume pricing for your organization? Learn about our enterprise program
Learn more about Currence
Want to learn how you can get 6x higher savings rates than the national average? Fill out the form below.
Q&A
Frequently asked questions
What does Currence cost my clients?
The cost of Currence for your clients is $40 every 90 days. The account fee covers: unlimited ACH transactions, a competitive interest rate, connectivity to you as their strategist, access and maintenance of the mobile app, along with technical support and documentation.
Can I try Currence for free?
You can try the Currence Certified Income Advisor (CIA) program free for 90 days, then pay the monthly subscription price after that.
The Limited plan is free, but only allows you to add two clients to Currence.
Is Currence secure?
Yes, it is. For more information, read our disclosure and privacy policy.
How do I share Currence with my team?
With a paid subscription, you can collaborate and delegate making you that much more efficient. Delegation allows you to leverage your team to help service your entire customer book. Collaboration allows you to share data on a specific client or set of clients for specialized team-based approach.
