Unlock advisor-specific trainings, marketing content, and more that will help you run and grow your financial practice. Get in front of experts and join a community of like-minded advisors.
Receive the latest updates and education in the industry through our platform. Use your learnings to help your clients make the best choices to grow and protect their wealth with a steady stream of investible cash.
When you’re an expert in your domain, your workflow is a lot easier to manage. Outside of training and our money management software, Currence also provides marketing and content templates, giving you the tools you need to help promote your business.
Flip the switch on the traditional cash flow process 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.
Interested in volume pricing for your organization? Contact our sales team.
“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 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.
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.
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.
By submitting this form, you agree to receive communications from Currence.