Grow your practice starting today

Amplify your Production

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. 

  • 6x higher savings rates than the national average 
  • 75% reduction in client meeting time 
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Our financial professionals are independent wealth advisors or are in career networks like these:

Currence Inc. is an independent company and is not affiliated with any of the firms mentioned above. Any references to other companies are for informational purposes only and do not imply any partnership, endorsement, or sponsorship.

Find the Money

Help clients increase savings rate 6x more

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: 

  • Influence all of your clients’ income, not what’s leftover  
  • Create a steady stream of new resources to put to work 
  • Realize faster decisions from increased client confidence 

Find the People

Gain More Clients

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:

  • Open 97% of market, rather than competing for the 3% with everyone else
  • Witness your B+C clients ‘magically’ convert themselves to A clients 
  • Gain effortless referrals moving upmarket to higher net worth individuals

Keep them Both

Cut down client meeting time by 75%

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.  

  • Gain your time back for personal or professional growth 
  • Create a legion of loyal clients that become your best lead source 
  • Increase client retention as their confidence grows 

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Q&A

Frequently Asked Questions

What does Currence cost my 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. 

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. 

Currence is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC. FDIC insurance available up to $3M for funds on deposit through Thread Bank, Member FDIC.* 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 bookCollaboration allows you to share data on a specific client or set of clients for specialized team-based approach.