Adding Income Under Management® (IUM) with Currence to your practice means there are always resources available to implement the growth and protection strategies you design for your clients. Meeting your client at their paycheck moves you up the food chain as you help your clients save before they spend.
Flip the switch on the traditional cash flow food chain by helping your clients to save first. This change of direction in cash flow drives savings accumulation with upwards of 6x higher savings rates than the national average. Move yourself up the food chain to realize these benefits:
Differentiate yourself as an income advisor with Currence’s IUM approach. Help your clients make the best choices to grow and protect their wealth with a steady stream of investible cash. As a cash flow expert and income advisor you will gain these advantages:
Give clients more confidence to make choices that will improve their financial position with Currence. This will save you both a tremendous amount of time, with a common language and clearly defined rules of engagement.
Improve client outcomes and grow your business.
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.
You can create an account for free allowing you to invite yourself and one client to your dashboard. We recommend you add yourself so you can see both the Member Application and the Strategist Portal.
Banking services are provided by Thread Bank and is FDIC insured up to $3,000,000 and $6,000,000 for joint accounts. For more information, read our disclosure and privacy policy.
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.