Income Under Management®: The Future of Financial Advisory
Offer your advisors a game changing way to help build their practice with IUM from Currence.
As a Currence Strategist your advisors can grow their practice, access experts, get cash flow training, and enhance their brand.
Retaining experienced advisors
Retaining experienced advisors by introducing new innovative technology coupled with training that produces real results, upwards of 100% production increase.
Attracting new advisors
Attracting new advisors to your practice and providing them with training and technology that allows them to build sustainable relationships and early success.
Increase AUM and Premium Sales
Currence helps to create an evergreen source of resources for clients to implement the wealth protection and growth strategies your firm designs.
Differentiate yourself as an advisor
Unlock the Currence CIA program for your advisors and empowered them to support their clients toward their utmost wealth potential. This exclusive program will differentiate your firm from others, making your agents an expert in managing income and cash flow. It’s a win-win for both your advisors and your 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
What people are saying
"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
What people are saying
"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
What people are saying
"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
What people are saying
"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
July 20-22, 2025 – Chicago, IL
Income Under Management® Conference
Join the Currence Community and leading industry experts during this three-day event, where sessions will focus on how to amplify your community, impact, scale, and influence. The time is now.
Q&A
Frequently asked questions
What does Currence cost financial professionals?
Offer your advisors a discount on Currence to help build their practice with IUM. Schedule a meeting today to learn more.
What does Currence cost your clients?
The cost of Currence for your clients is $40 every 90 days, however pricing may vary depending upon referral/enrollment plan. 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.
Does Currence support advisor teams?
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.
How does Currence help me manage my team?
Currence provides monthly status and performance reporting on enrolled advisors associated with your organization.
Is Currence secure?
Currence values data security and privacy, for more information, read our disclosure and privacy policy.